+292.2%
TER vs NVT
+184.0%
+108.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.5% | +5.6% | +5.1% |
| 7D | +12.4% | +7.0% | +5.4% | +6.2% |
| 30D | +5.1% | -2.3% | +7.5% | +7.4% |
| 3M | +4.0% | -3.1% | +7.0% | +9.1% |
| 6M | +29.5% | +47.0% | -17.5% | +2.7% |
| YTD | +98.5% | +56.2% | +42.3% | +52.3% |
| 1Y | +234.1% | +74.5% | +159.5% | +140.6% |
| All | +292.2% | +184.0% | +108.2% | +91.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling