+147.8%
RSP vs NVT
+694.8%
-547.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | 0.0% |
| 7D | -3.1% | +2.0% | -5.2% | -3.9% |
| 30D | -3.4% | -7.2% | +3.8% | -1.4% |
| 3M | +3.6% | -0.9% | +4.5% | +2.3% |
| 6M | +9.0% | +42.6% | -33.6% | -6.8% |
| YTD | +12.2% | +52.9% | -40.7% | -7.1% |
| 1Y | +15.6% | +64.5% | -48.9% | -7.7% |
| 3Y | +51.6% | +178.0% | -126.3% | -8.1% |
| 5Y | +50.4% | +402.8% | -352.4% | -31.7% |
| All | +147.8% | +694.8% | -547.1% | -11.8% |
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