-74.3%
NNVC vs VT
+60.6%
-134.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.7% | -5.2% | -5.5% |
| 7D | -4.8% | -0.3% | -4.5% | -4.5% |
| 30D | -4.8% | -1.4% | -3.4% | -3.0% |
| 3M | -9.2% | -1.4% | -7.8% | -7.2% |
| 6M | -8.0% | +5.5% | -13.5% | -12.3% |
| YTD | +22.1% | +12.8% | +9.3% | +8.9% |
| 1Y | -27.7% | +15.4% | -43.2% | -37.1% |
| 3Y | +21.1% | +76.9% | -55.8% | -34.5% |
| 5Y | -74.3% | +60.4% | -134.7% | -85.3% |
| All | -74.3% | +60.6% | -134.9% | -85.3% |
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