-18.9%
VST vs NVT
+75.6%
-94.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.2% | -2.6% | -0.6% |
| 7D | +9.9% | +10.4% | -0.5% | +4.4% |
| 30D | +7.9% | -1.3% | +9.2% | +8.2% |
| 3M | +3.4% | -0.6% | +4.1% | +2.4% |
| 6M | -4.1% | +53.8% | -57.9% | -28.5% |
| YTD | -5.7% | +60.2% | -65.9% | -32.7% |
| 1Y | -18.9% | +76.8% | -95.7% | -49.6% |
| All | -18.9% | +75.6% | -94.5% | -49.6% |
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 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