+64.4%
VG vs NVT
+5.4%
+59.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.1% | +5.8% | +4.7% |
| 7D | +15.1% | +17.4% | -2.3% | +15.1% |
| 30D | -4.2% | -28.4% | +24.2% | -6.4% |
| 3M | -3.1% | -32.4% | +29.3% | -6.0% |
| 6M | +0.3% | -32.2% | +32.5% | -1.7% |
| YTD | +95.5% | +14.0% | +81.5% | +88.4% |
| 1Y | +64.4% | +4.3% | +60.2% | +63.1% |
| All | +64.4% | +5.4% | +59.0% | +63.1% |
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 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