+41.8%
SCHD vs NVTS
-9.1%
+50.8%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +9.0% | -7.1% | +1.8% |
| 7D | +3.2% | -0.3% | +3.5% | +3.2% |
| 30D | +10.7% | -24.4% | +35.1% | +10.9% |
| 3M | +7.8% | -26.5% | +34.3% | +8.0% |
| 6M | +16.7% | -41.4% | +58.1% | +17.1% |
| YTD | +35.3% | +30.7% | +4.6% | +33.6% |
| 1Y | +41.8% | -10.8% | +52.6% | +40.1% |
| All | +41.8% | -9.1% | +50.8% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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