+76.2%
T vs NVT
+731.8%
-655.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.7% | +1.4% |
| 7D | +1.5% | +4.1% | -2.6% | +1.0% |
| 30D | +7.5% | -5.1% | +12.6% | +8.0% |
| 3M | +14.8% | -1.2% | +16.0% | +14.2% |
| 6M | -1.7% | +46.6% | -48.3% | -8.5% |
| YTD | +8.7% | +60.0% | -51.3% | -0.7% |
| 1Y | -7.5% | +70.8% | -78.3% | -16.8% |
| 3Y | +110.2% | +187.5% | -77.3% | +62.2% |
| 5Y | +71.6% | +426.1% | -354.5% | +8.8% |
| All | +76.2% | +731.8% | -655.6% | -8.3% |
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