+108.5%
VEA vs NVT
+731.8%
-623.2%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.6% | -0.3% |
| 7D | -1.5% | +4.1% | -5.5% | -2.7% |
| 30D | -0.8% | -5.1% | +4.3% | +0.4% |
| 3M | +2.5% | -1.2% | +3.6% | +1.9% |
| 6M | +11.1% | +46.6% | -35.4% | -2.5% |
| YTD | +17.2% | +60.0% | -42.8% | -0.3% |
| 1Y | +24.5% | +70.8% | -46.3% | +3.1% |
| 3Y | +75.4% | +187.5% | -112.1% | +16.4% |
| 5Y | +61.1% | +426.1% | -365.1% | -15.8% |
| All | +108.5% | +731.8% | -623.2% | -11.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling