+210.2%
TER vs NVT
+135.4%
+74.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.8% | +4.5% | +5.1% |
| 7D | +5.9% | +3.5% | +2.4% | +3.5% |
| 30D | -30.8% | -28.2% | -2.6% | -9.0% |
| 3M | -29.9% | -30.1% | +0.1% | -5.3% |
| 6M | -27.5% | -32.5% | +5.0% | +3.2% |
| YTD | +37.5% | +15.2% | +22.3% | +35.6% |
| 1Y | +50.3% | +7.2% | +43.1% | +55.4% |
| All | +210.2% | +135.4% | +74.7% | +66.2% |
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