+159.8%
RSP vs NVT
+498.9%
-339.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.0% | -0.4% |
| 7D | -0.3% | +3.5% | -3.8% | -1.8% |
| 30D | +4.4% | -28.2% | +32.6% | +14.1% |
| 3M | +1.3% | -30.1% | +31.3% | +10.7% |
| 6M | +10.0% | -32.5% | +42.5% | +20.1% |
| YTD | +17.6% | +15.2% | +2.4% | +4.3% |
| 1Y | +19.2% | +7.2% | +12.0% | +8.2% |
| 3Y | +66.0% | +134.2% | -68.1% | +2.9% |
| 5Y | +50.4% | +238.3% | -187.9% | -22.9% |
| All | +159.8% | +498.9% | -339.1% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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