+273.4%
V vs NVT
+488.5%
-215.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.5% |
| 7D | +0.9% | +8.0% | -7.1% | -1.1% |
| 30D | +9.0% | -24.8% | +33.7% | +15.6% |
| 3M | +16.7% | -32.4% | +49.1% | +26.5% |
| 6M | +33.4% | -33.5% | +66.9% | +43.1% |
| YTD | +22.4% | +13.2% | +9.2% | +8.8% |
| 1Y | +27.7% | +9.0% | +18.7% | +14.6% |
| 3Y | +78.0% | +129.4% | -51.4% | +12.6% |
| 5Y | +108.5% | +230.1% | -121.6% | +9.6% |
| All | +273.4% | +488.5% | -215.1% | +42.4% |
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