+84.3%
VZ vs NVT
+193.5%
-109.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.2% | -3.7% | +0.8% |
| 7D | +0.2% | +10.4% | -10.1% | +0.9% |
| 30D | +7.1% | -1.3% | +8.4% | +7.1% |
| 3M | +12.8% | -0.6% | +13.5% | +13.1% |
| 6M | +1.8% | +53.8% | -52.0% | +4.5% |
| YTD | +30.0% | +60.2% | -30.2% | +33.6% |
| 1Y | +24.3% | +76.8% | -52.5% | +28.4% |
| 3Y | +84.3% | +191.2% | -106.9% | +77.9% |
| All | +84.3% | +193.5% | -109.2% | +77.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling