-4.7%
NVIT vs SPY
+15.2%
-19.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.0% |
| 7D | -12.6% | +2.6% | -15.2% | -15.9% |
| 30D | -24.7% | -2.0% | -22.8% | -22.1% |
| 3M | -23.4% | -2.8% | -20.6% | -19.7% |
| 6M | -22.9% | +2.1% | -25.1% | -24.7% |
| YTD | -7.9% | +11.5% | -19.4% | -20.3% |
| All | -4.7% | +15.2% | -19.9% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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