+743.1%
NOVT vs VT
+226.9%
+516.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.1% |
| 7D | -2.3% | -2.0% | -0.3% | +0.6% |
| 30D | -14.2% | -1.4% | -12.8% | -12.4% |
| 3M | -6.9% | +4.7% | -11.6% | -12.4% |
| 6M | +16.9% | +11.4% | +5.5% | +1.3% |
| YTD | +20.9% | +13.1% | +7.9% | +2.7% |
| 1Y | +25.2% | +19.0% | +6.2% | -0.4% |
| 3Y | -9.0% | +73.9% | -82.9% | -55.3% |
| 5Y | -5.3% | +65.4% | -70.7% | -49.3% |
| All | +743.1% | +226.9% | +516.2% | +105.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling