+750.3%
NVT vs WCC
+481.8%
+268.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.7% | +0.9% | +2.7% |
| 7D | +4.1% | +1.5% | +2.5% | +3.3% |
| 30D | -5.1% | -2.1% | -3.0% | -3.9% |
| 3M | -1.2% | +3.8% | -5.0% | -2.8% |
| 6M | +46.6% | +35.0% | +11.6% | +25.3% |
| YTD | +60.0% | +46.4% | +13.6% | +30.4% |
| 1Y | +70.8% | +63.0% | +7.8% | +30.9% |
| 3Y | +187.5% | +133.9% | +53.6% | +74.2% |
| 5Y | +426.1% | +226.5% | +199.6% | +148.3% |
| All | +750.3% | +481.8% | +268.4% | +130.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling