+29.3%
V vs NVT
+3.0%
+26.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -12.7% | +16.6% | +2.5% |
| 7D | +9.0% | -19.5% | +28.5% | +6.9% |
| 30D | +18.1% | -32.4% | +50.5% | +14.3% |
| 3M | +18.3% | -30.3% | +48.7% | +15.0% |
| 6M | +34.1% | -30.4% | +64.5% | +30.3% |
| YTD | +25.2% | +11.3% | +13.9% | +19.7% |
| 1Y | +29.3% | +3.6% | +25.7% | +23.9% |
| All | +29.3% | +3.0% | +26.3% | +23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling