+12.5%
NOVTU vs VT
+14.3%
-1.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.8% |
| 7D | -10.7% | +2.4% | -13.0% | -13.5% |
| 30D | -13.1% | -1.5% | -11.6% | -10.8% |
| 3M | -25.6% | -4.1% | -21.5% | -20.6% |
| 6M | -20.4% | +0.6% | -21.0% | -20.0% |
| YTD | -1.6% | +11.0% | -12.6% | -13.7% |
| 1Y | +6.1% | +13.3% | -7.3% | -10.1% |
| All | +12.5% | +14.3% | -1.8% | -5.1% |
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