-44.6%
VG vs NVT
+53.2%
-97.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | +14.0% | +8.0% | +6.0% | +11.6% |
| 30D | -1.0% | -24.8% | +23.8% | +5.9% |
| 3M | -2.7% | -32.4% | +29.7% | +6.4% |
| 6M | +1.5% | -33.5% | +35.0% | +10.3% |
| YTD | +93.7% | +13.2% | +80.5% | +54.3% |
| 1Y | +68.5% | +9.0% | +59.6% | +37.0% |
| All | -44.6% | +53.2% | -97.8% | -67.7% |
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