+70.9%
NVT price history and return analytics
+23.3%
+47.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +5.1% | +0.4% | +4.6% | +4.2% |
| 30D | -3.7% | +1.0% | -4.7% | -5.5% |
| 3M | -10.1% | +2.4% | -12.5% | -13.6% |
| 6M | +37.5% | +12.0% | +25.5% | +12.5% |
| YTD | +53.7% | +15.3% | +38.4% | +18.6% |
| 1Y | +70.9% | +22.6% | +48.3% | +18.5% |
| All | +70.9% | +23.3% | +47.5% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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