-99.1%
NVNI vs VT
+63.3%
-162.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.3% | -5.5% |
| 7D | -10.2% | +1.0% | -11.3% | -10.7% |
| 30D | -16.6% | -0.2% | -16.3% | -16.4% |
| 3M | -15.8% | +4.5% | -20.3% | -17.5% |
| 6M | -31.6% | +14.1% | -45.6% | -35.3% |
| YTD | -66.9% | +14.8% | -81.7% | -68.7% |
| 1Y | -84.0% | +21.2% | -105.2% | -85.1% |
| 3Y | -99.2% | +76.6% | -175.7% | -99.3% |
| All | -99.1% | +63.3% | -162.4% | -99.2% |
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