+54.3%
VXUS vs NVT
+420.2%
-365.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | -0.2% |
| 7D | +0.3% | +7.0% | -6.7% | -1.4% |
| 30D | +0.7% | -2.3% | +3.0% | +1.0% |
| 3M | +4.8% | -3.1% | +7.8% | +4.8% |
| 6M | +11.3% | +47.0% | -35.7% | 0.0% |
| YTD | +16.5% | +56.2% | -39.7% | +2.8% |
| 1Y | +24.3% | +74.5% | -50.3% | +6.1% |
| 3Y | +74.5% | +184.0% | -109.5% | +22.6% |
| 5Y | +54.3% | +410.8% | -356.4% | -15.3% |
| All | +54.3% | +420.2% | -365.8% | -15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling