+350.0%
NVA vs VT
+38.2%
+311.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.7% |
| 7D | +13.4% | -2.3% | +15.7% | +18.6% |
| 30D | -17.7% | -5.0% | -12.8% | -10.2% |
| 3M | -20.7% | -4.9% | -15.9% | -13.3% |
| 6M | -33.8% | -1.5% | -32.3% | -30.9% |
| YTD | -29.2% | +8.5% | -37.7% | -33.2% |
| 1Y | -36.8% | +11.4% | -48.2% | -41.2% |
| All | +350.0% | +38.2% | +311.8% | +261.4% |
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