+24.2%
NOVT vs VT
+19.6%
+4.6%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +1.0% | +0.2% |
| 7D | -1.2% | -1.1% | -0.1% | +0.8% |
| 30D | -12.3% | -1.0% | -11.3% | -10.6% |
| 3M | -9.8% | +3.2% | -12.9% | -14.2% |
| 6M | +16.0% | +12.5% | +3.5% | -4.8% |
| YTD | +23.2% | +14.1% | +9.1% | -3.2% |
| 1Y | +24.2% | +18.9% | +5.3% | -11.0% |
| All | +24.2% | +19.6% | +4.6% | -11.0% |
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