-72.7%
NNVC vs VT
+53.2%
-125.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -1.8% |
| 7D | -9.8% | -4.2% | -5.6% | -5.1% |
| 30D | -7.9% | -5.8% | -2.1% | -0.9% |
| 3M | -9.8% | -5.2% | -4.5% | -3.3% |
| 6M | -11.6% | +0.1% | -11.8% | -10.5% |
| YTD | +14.2% | +8.2% | +5.9% | +6.9% |
| 1Y | -34.5% | +10.1% | -44.6% | -39.7% |
| 3Y | +13.2% | +69.7% | -56.5% | -35.8% |
| 5Y | -72.7% | +53.4% | -126.1% | -83.1% |
| All | -72.7% | +53.2% | -125.9% | -83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling