+53.4%
VT vs NVT
+201.4%
-148.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.0% | -7.7% | -1.8% |
| 7D | -2.3% | -15.7% | +13.4% | +1.4% |
| 30D | -5.0% | -36.6% | +31.6% | +5.9% |
| 3M | -4.9% | -34.8% | +30.0% | +4.6% |
| 6M | -1.5% | -38.2% | +36.7% | +9.1% |
| YTD | +8.5% | +4.8% | +3.7% | +1.8% |
| 1Y | +11.4% | -2.8% | +14.2% | +6.6% |
| 3Y | +70.1% | +119.5% | -49.5% | +14.2% |
| All | +53.4% | +201.4% | -148.0% | -16.9% |
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