+27.9%
VTV vs NVT
+3.0%
+24.9%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -12.7% | +14.2% | +2.2% |
| 7D | +1.8% | -19.5% | +21.3% | +3.1% |
| 30D | +6.0% | -32.4% | +38.4% | +8.7% |
| 3M | +3.7% | -30.3% | +34.0% | +5.8% |
| 6M | +13.9% | -30.4% | +44.4% | +16.1% |
| YTD | +22.8% | +11.3% | +11.4% | +17.8% |
| 1Y | +27.9% | +3.6% | +24.3% | +23.9% |
| All | +27.9% | +3.0% | +24.9% | +23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling