+50.9%
NVEC vs VT
+57.5%
-6.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.6% |
| 7D | -0.2% | -0.1% | -0.1% | +0.2% |
| 30D | -28.6% | -3.1% | -25.6% | -25.0% |
| 3M | -31.4% | -3.5% | -27.9% | -27.4% |
| 6M | -8.1% | +0.5% | -8.6% | -6.4% |
| YTD | +41.8% | +10.8% | +31.0% | +30.6% |
| 1Y | +28.5% | +11.9% | +16.6% | +17.2% |
| 3Y | +35.6% | +73.0% | -37.3% | -16.1% |
| 5Y | +50.9% | +58.6% | -7.7% | -3.0% |
| All | +50.9% | +57.5% | -6.6% | -3.0% |
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 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