+75.7%
VTI vs NVT
+190.9%
-115.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | -0.3% |
| 7D | -0.9% | +4.1% | -5.0% | -1.9% |
| 30D | -1.4% | -5.1% | +3.7% | -0.4% |
| 3M | +3.6% | -1.2% | +4.8% | +3.0% |
| 6M | +13.6% | +46.6% | -33.0% | +1.1% |
| YTD | +12.9% | +60.0% | -47.1% | -2.2% |
| 1Y | +17.2% | +70.8% | -53.6% | -0.9% |
| 3Y | +75.7% | +187.5% | -111.9% | +18.0% |
| All | +75.7% | +190.9% | -115.2% | +18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling