+506.1%
VGT vs NVT
+694.8%
-188.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.2% |
| 7D | -1.0% | +2.0% | -3.1% | -1.9% |
| 30D | -0.4% | -7.2% | +6.7% | +2.3% |
| 3M | +6.6% | -0.9% | +7.5% | +6.0% |
| 6M | +31.0% | +42.6% | -11.5% | +11.2% |
| YTD | +27.2% | +52.9% | -25.6% | +4.4% |
| 1Y | +34.5% | +64.5% | -30.0% | +6.4% |
| 3Y | +123.1% | +178.0% | -54.8% | +35.4% |
| 5Y | +135.1% | +402.8% | -267.7% | +10.3% |
| All | +506.1% | +694.8% | -188.7% | +127.3% |
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