+3.6%
NVT vs VYM
+21.8%
-18.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +1.2% | -13.9% | -14.6% |
| 7D | -19.5% | +1.2% | -20.6% | -21.1% |
| 30D | -32.4% | +5.2% | -37.6% | -38.2% |
| 3M | -30.3% | +0.5% | -30.9% | -30.9% |
| 6M | -30.4% | +7.7% | -38.1% | -39.1% |
| YTD | +11.3% | +17.2% | -5.8% | -17.6% |
| 1Y | +3.6% | +21.7% | -18.1% | -27.7% |
| All | +3.6% | +21.8% | -18.2% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling