-24.1%
VST vs NVT
+5.4%
-29.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.8% | +1.4% |
| 7D | +19.2% | +17.4% | +1.7% | +9.1% |
| 30D | -17.2% | -28.4% | +11.2% | -2.0% |
| 3M | -8.1% | -32.4% | +24.3% | +11.2% |
| 6M | -8.1% | -32.2% | +24.0% | +9.7% |
| YTD | -16.3% | +14.0% | -30.2% | -28.9% |
| 1Y | -24.1% | +4.3% | -28.4% | -31.0% |
| All | -24.1% | +5.4% | -29.5% | -31.0% |
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