+229.9%
TRV vs NVT
+694.8%
-465.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.7% |
| 7D | -1.8% | +2.0% | -3.8% | -2.4% |
| 30D | -2.1% | -7.2% | +5.0% | -0.6% |
| 3M | +21.2% | -0.9% | +22.1% | +19.6% |
| 6M | +22.0% | +42.6% | -20.5% | +7.0% |
| YTD | +27.7% | +52.9% | -25.2% | +8.9% |
| 1Y | +36.6% | +64.5% | -27.9% | +12.6% |
| 3Y | +141.1% | +178.0% | -36.9% | +54.1% |
| 5Y | +157.6% | +402.8% | -245.2% | +23.8% |
| All | +229.9% | +694.8% | -465.0% | +21.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling