+1.1%
VZ vs NVT
+38.1%
-37.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -0.5% |
| 7D | +0.1% | +5.1% | -5.0% | +0.8% |
| 30D | +7.9% | -3.7% | +11.6% | +7.4% |
| 3M | +13.6% | -10.1% | +23.8% | +12.8% |
| 6M | +1.1% | +37.5% | -36.4% | +3.5% |
| All | +1.1% | +38.1% | -37.0% | +3.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling