+588.9%
VST vs NVT
+201.4%
+387.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +8.0% | +2.6% | +5.2% |
| 7D | -9.8% | -15.7% | +5.9% | +1.2% |
| 30D | -25.1% | -36.6% | +11.5% | +0.9% |
| 3M | -11.6% | -34.8% | +23.3% | +15.6% |
| 6M | -20.9% | -38.2% | +17.3% | +5.8% |
| YTD | -22.3% | +4.8% | -27.1% | -30.6% |
| 1Y | -32.0% | -2.8% | -29.2% | -35.9% |
| 3Y | +262.4% | +119.5% | +142.9% | +116.2% |
| All | +588.9% | +201.4% | +387.5% | +233.5% |
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