+66.6%
VT vs NVT
+394.8%
-328.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.7% |
| 7D | +0.4% | +5.1% | -4.6% | -0.9% |
| 30D | +1.0% | -3.7% | +4.7% | +1.8% |
| 3M | +2.4% | -10.1% | +12.5% | +4.5% |
| 6M | +12.0% | +37.5% | -25.5% | +0.3% |
| YTD | +15.3% | +53.7% | -38.4% | -0.5% |
| 1Y | +22.6% | +70.9% | -48.3% | +1.7% |
| 3Y | +74.7% | +180.4% | -105.7% | +14.6% |
| All | +66.6% | +394.8% | -328.2% | -17.7% |
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