-51.4%
VG vs NVT
+41.9%
-93.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.0% | -7.9% | -2.0% |
| 7D | -22.0% | -15.7% | -6.4% | -18.5% |
| 30D | -11.6% | -36.6% | +25.0% | -1.1% |
| 3M | -14.9% | -34.8% | +20.0% | -6.1% |
| 6M | -3.5% | -38.2% | +34.7% | +6.9% |
| YTD | +70.0% | +4.8% | +65.1% | +38.2% |
| 1Y | +50.0% | -2.8% | +52.8% | +28.2% |
| All | -51.4% | +41.9% | -93.3% | -71.1% |
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 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