+653.5%
NVCT vs VT
+73.7%
+579.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +3.2% | +0.4% | +2.8% | +3.0% |
| 30D | +27.2% | +1.0% | +26.2% | +26.5% |
| 3M | +153.3% | +2.4% | +150.9% | +149.3% |
| 6M | +171.2% | +12.0% | +159.2% | +155.2% |
| YTD | +224.4% | +15.3% | +209.0% | +201.5% |
| 1Y | +275.6% | +22.6% | +253.0% | +240.4% |
| 3Y | +65.5% | +74.7% | -9.2% | +37.7% |
| All | +653.5% | +73.7% | +579.8% | +525.6% |
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