+275.6%
NVCT vs VT
+23.3%
+252.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +3.2% | +0.4% | +2.8% | +2.7% |
| 30D | +27.2% | +1.0% | +26.2% | +25.8% |
| 3M | +153.3% | +2.4% | +150.9% | +145.2% |
| 6M | +171.2% | +12.0% | +159.2% | +135.0% |
| YTD | +224.4% | +15.3% | +209.0% | +167.6% |
| 1Y | +275.6% | +22.6% | +253.0% | +161.8% |
| All | +275.6% | +23.3% | +252.3% | +161.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling