+36.0%
NVAX vs VT
+74.0%
-38.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.1% |
| 7D | -20.9% | +2.4% | -23.2% | -24.1% |
| 30D | -32.5% | -1.5% | -31.0% | -30.0% |
| 3M | +4.8% | -4.1% | +8.9% | +14.4% |
| 6M | -7.6% | +0.6% | -8.1% | -7.2% |
| YTD | +26.9% | +11.0% | +15.9% | +8.8% |
| 1Y | +20.8% | +13.3% | +7.5% | +0.2% |
| 3Y | +36.0% | +73.4% | -37.3% | -43.1% |
| All | +36.0% | +74.0% | -38.0% | -43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling