+42.5%
NVEC vs VT
+53.4%
-10.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.4% | +6.4% |
| 7D | -0.8% | -2.3% | +1.5% | +2.3% |
| 30D | -31.2% | -5.0% | -26.3% | -26.1% |
| 3M | -40.5% | -4.9% | -35.7% | -36.1% |
| 6M | -9.0% | -1.5% | -7.5% | -5.1% |
| YTD | +34.3% | +8.5% | +25.8% | +26.7% |
| 1Y | +22.6% | +11.4% | +11.2% | +12.5% |
| 3Y | +26.3% | +70.1% | -43.8% | -20.3% |
| All | +42.5% | +53.4% | -10.9% | -5.6% |
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