+67.5%
VWO vs NVT
+694.8%
-627.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -1.0% |
| 7D | -1.7% | +2.0% | -3.7% | -2.3% |
| 30D | -0.3% | -7.2% | +6.9% | +1.4% |
| 3M | +4.0% | -0.9% | +4.9% | +3.4% |
| 6M | +8.1% | +42.6% | -34.5% | -3.0% |
| YTD | +11.6% | +52.9% | -41.3% | -2.0% |
| 1Y | +16.2% | +64.5% | -48.2% | -0.5% |
| 3Y | +63.3% | +178.0% | -114.7% | +15.2% |
| 5Y | +33.4% | +402.8% | -369.4% | -23.8% |
| All | +67.5% | +694.8% | -627.3% | -20.6% |
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