+170.6%
NVA vs SPY
+20.8%
+149.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.8% |
| 7D | +11.3% | +0.1% | +11.1% | +11.1% |
| 30D | +9.5% | +0.1% | +9.4% | +9.5% |
| 3M | -12.7% | +2.0% | -14.7% | -15.7% |
| 6M | -16.8% | +13.0% | -29.8% | -36.6% |
| YTD | +0.4% | +13.5% | -13.1% | -23.0% |
| 1Y | +170.6% | +20.0% | +150.7% | +129.8% |
| All | +170.6% | +20.8% | +149.8% | +129.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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