+730.1%
NVT vs VOO
+224.8%
+505.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -1.9% |
| 7D | +7.0% | -0.4% | +7.4% | +7.5% |
| 30D | -2.3% | -1.4% | -1.0% | -0.5% |
| 3M | -3.1% | +3.7% | -6.8% | -7.1% |
| 6M | +47.0% | +13.0% | +34.0% | +26.6% |
| YTD | +56.2% | +12.4% | +43.8% | +35.7% |
| 1Y | +74.5% | +18.6% | +55.9% | +42.4% |
| 3Y | +184.0% | +78.1% | +106.0% | +44.1% |
| 5Y | +410.8% | +82.3% | +328.5% | +151.8% |
| All | +730.1% | +224.8% | +505.3% | +104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling