+829.3%
TER vs NVT
+694.8%
+134.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.4% | -2.1% |
| 7D | +9.4% | +2.0% | +7.3% | +7.9% |
| 30D | -2.4% | -7.2% | +4.7% | +2.9% |
| 3M | +6.5% | -0.9% | +7.4% | +9.8% |
| 6M | +23.2% | +42.6% | -19.4% | +2.4% |
| YTD | +91.5% | +52.9% | +38.6% | +53.5% |
| 1Y | +214.8% | +64.5% | +150.3% | +142.6% |
| 3Y | +275.3% | +178.0% | +97.4% | +102.6% |
| 5Y | +211.9% | +402.8% | -190.9% | +19.2% |
| All | +829.3% | +694.8% | +134.5% | +171.7% |
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