+163.5%
VTR vs NVT
+712.1%
-548.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +1.9% | +0.4% |
| 7D | -2.9% | +7.0% | -9.9% | -5.4% |
| 30D | -2.8% | -2.3% | -0.5% | -2.5% |
| 3M | +9.0% | -3.1% | +12.1% | +7.7% |
| 6M | +5.0% | +47.0% | -42.1% | -14.6% |
| YTD | +16.9% | +56.2% | -39.3% | -8.2% |
| 1Y | +34.3% | +74.5% | -40.2% | -1.4% |
| 3Y | +131.6% | +184.0% | -52.4% | +17.6% |
| 5Y | +88.0% | +410.8% | -322.8% | -37.9% |
| All | +163.5% | +712.1% | -548.6% | -43.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling