-72.0%
NVNO vs VT
+12.5%
-84.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.4% | -5.4% |
| 7D | -10.1% | -0.1% | -10.0% | -10.3% |
| 30D | -26.3% | -3.1% | -23.2% | -24.1% |
| 3M | -36.5% | -3.5% | -33.0% | -34.3% |
| 6M | -35.1% | +0.5% | -35.6% | -34.9% |
| YTD | -42.6% | +10.8% | -53.4% | -51.8% |
| 1Y | -72.0% | +11.9% | -83.8% | -76.8% |
| All | -72.0% | +12.5% | -84.4% | -76.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling