+25.5%
VZ vs NVT
+394.8%
-369.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -0.8% |
| 7D | +0.1% | +5.1% | -5.0% | +0.2% |
| 30D | +7.9% | -3.7% | +11.6% | +7.8% |
| 3M | +13.6% | -10.1% | +23.8% | +13.6% |
| 6M | +1.1% | +37.5% | -36.4% | +0.9% |
| YTD | +29.3% | +53.7% | -24.4% | +28.6% |
| 1Y | +21.2% | +70.9% | -49.6% | +20.2% |
| 3Y | +75.9% | +180.4% | -104.5% | +65.7% |
| All | +25.5% | +394.8% | -369.3% | +6.0% |
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