+108.9%
VEA vs NVT
+712.1%
-603.2%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.1% |
| 7D | +0.3% | +7.0% | -6.7% | -1.7% |
| 30D | +0.4% | -2.3% | +2.8% | +0.8% |
| 3M | +4.8% | -3.1% | +7.9% | +4.8% |
| 6M | +11.3% | +47.0% | -35.8% | -2.5% |
| YTD | +17.4% | +56.2% | -38.8% | +0.6% |
| 1Y | +26.2% | +74.5% | -48.3% | +3.8% |
| 3Y | +77.7% | +184.0% | -106.3% | +18.3% |
| 5Y | +60.9% | +410.8% | -349.8% | -15.1% |
| All | +108.9% | +712.1% | -603.2% | -10.3% |
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