+23.3%
VZ vs NVT
+1.5%
+21.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.7% | -6.9% | +2.0% |
| 7D | +2.2% | -7.5% | +9.7% | +1.2% |
| 30D | +10.6% | -31.5% | +42.1% | +4.6% |
| 3M | -0.6% | -30.4% | +29.8% | -5.4% |
| 6M | +0.7% | -32.5% | +33.2% | -4.0% |
| YTD | +20.6% | +12.9% | +7.7% | +25.1% |
| All | +23.3% | +1.5% | +21.8% | +26.8% |
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