+41.9%
NVII vs VT
+25.2%
+16.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | -4.1% | -7.8% | -4.7% |
| 7D | -18.1% | -4.2% | -13.9% | -11.4% |
| 30D | -26.7% | -5.8% | -20.9% | -18.3% |
| 3M | -17.8% | -5.2% | -12.6% | -9.0% |
| 6M | -10.5% | +0.1% | -10.6% | -8.5% |
| YTD | -3.6% | +8.2% | -11.8% | -13.1% |
| 1Y | -6.6% | +10.1% | -16.8% | -17.9% |
| All | +41.9% | +25.2% | +16.7% | +1.5% |
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