+538.5%
NVA vs VT
+46.9%
+491.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | 0.0% | +5.0% | +5.0% |
| 7D | +11.3% | +0.4% | +10.8% | +10.7% |
| 30D | +9.5% | +1.0% | +8.5% | +8.2% |
| 3M | -12.7% | +2.4% | -15.1% | -15.3% |
| 6M | -16.8% | +12.0% | -28.8% | -27.9% |
| YTD | +0.4% | +15.3% | -14.9% | -14.5% |
| 1Y | +170.6% | +22.6% | +148.1% | +120.2% |
| All | +538.5% | +46.9% | +491.6% | +362.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling