+55.9%
VZ vs NVT
+118.7%
-62.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +8.0% | -8.9% | -0.1% |
| 7D | +2.1% | -15.7% | +17.8% | +0.6% |
| 30D | +1.4% | -36.6% | +38.0% | -2.5% |
| 3M | -1.3% | -34.8% | +33.6% | -4.6% |
| 6M | -0.5% | -38.2% | +37.7% | -3.9% |
| YTD | +19.6% | +4.8% | +14.8% | +19.7% |
| 1Y | +22.4% | -2.8% | +25.2% | +22.1% |
| 3Y | +55.9% | +119.5% | -63.7% | +59.8% |
| All | +55.9% | +118.7% | -62.8% | +59.8% |
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 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