+953.6%
VRT vs NVT
+420.2%
+533.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.5% | -7.1% | -6.9% |
| 7D | +2.4% | +7.0% | -4.6% | -4.5% |
| 30D | -2.7% | -2.3% | -0.3% | -0.2% |
| 3M | -9.2% | -3.1% | -6.1% | -4.9% |
| 6M | -0.5% | +47.0% | -47.5% | -34.8% |
| YTD | +62.3% | +56.2% | +6.1% | -1.0% |
| 1Y | +109.6% | +74.5% | +35.0% | +13.1% |
| 3Y | +573.1% | +184.0% | +389.1% | +117.7% |
| 5Y | +953.6% | +410.8% | +542.9% | +81.6% |
| All | +953.6% | +420.2% | +533.5% | +81.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling