+21.7%
VZ vs NVTS
+3.1%
+18.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.1% | +5.0% | -0.3% |
| 7D | +0.9% | +21.6% | -20.7% | +1.7% |
| 30D | +6.9% | -8.5% | +15.5% | +6.8% |
| 3M | +0.6% | -31.4% | +32.0% | -0.3% |
| 6M | +0.3% | -50.3% | +50.6% | -0.8% |
| YTD | +21.9% | +33.9% | -12.0% | +25.1% |
| 1Y | +21.7% | +10.6% | +11.0% | +24.5% |
| All | +21.7% | +3.1% | +18.6% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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