-99.2%
NVNI vs VT
+76.6%
-175.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.3% | -5.3% |
| 7D | -10.2% | +1.0% | -11.2% | -11.1% |
| 30D | -16.6% | -0.2% | -16.3% | -16.3% |
| 3M | -15.7% | +4.5% | -20.3% | -19.2% |
| 6M | -31.5% | +14.1% | -45.6% | -39.0% |
| YTD | -66.9% | +14.8% | -81.7% | -70.6% |
| 1Y | -84.0% | +21.2% | -105.2% | -86.2% |
| 3Y | -99.2% | +76.6% | -175.7% | -99.6% |
| All | -99.2% | +76.6% | -175.8% | -99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling