+52.5%
V vs NVT
+193.5%
-141.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.2% | -5.9% | -2.0% |
| 7D | -1.1% | +10.4% | -11.4% | -1.7% |
| 30D | +1.9% | -1.3% | +3.2% | +1.9% |
| 3M | +15.5% | -0.6% | +16.2% | +15.2% |
| 6M | +16.6% | +53.8% | -37.2% | +9.4% |
| YTD | +5.7% | +60.2% | -54.4% | -1.6% |
| 1Y | +8.6% | +76.8% | -68.2% | -1.0% |
| 3Y | +52.5% | +191.2% | -138.7% | +18.7% |
| All | +52.5% | +193.5% | -141.0% | +18.7% |
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 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