+535.4%
NVA vs SPY
+41.3%
+494.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.1% | -5.2% |
| 7D | +4.5% | -2.0% | +6.4% | +6.4% |
| 30D | +7.2% | -1.7% | +8.9% | +8.9% |
| 3M | -13.1% | +4.7% | -17.8% | -16.3% |
| 6M | -13.6% | +12.5% | -26.1% | -21.2% |
| YTD | -0.1% | +11.7% | -11.8% | -8.1% |
| 1Y | +150.1% | +17.5% | +132.6% | +124.8% |
| All | +535.4% | +41.3% | +494.1% | +438.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling