+87.3%
VXUS vs NVT
+488.5%
-401.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | +2.1% | +8.0% | -5.8% | 0.0% |
| 30D | -1.1% | -24.8% | +23.7% | +5.7% |
| 3M | -5.6% | -32.4% | +26.8% | +3.4% |
| 6M | -2.3% | -33.5% | +31.2% | +6.8% |
| YTD | +10.4% | +13.2% | -2.8% | +2.4% |
| 1Y | +13.1% | +9.0% | +4.1% | +5.8% |
| 3Y | +68.0% | +129.4% | -61.4% | +18.2% |
| 5Y | +45.8% | +230.1% | -184.3% | -11.6% |
| All | +87.3% | +488.5% | -401.2% | -10.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling