-93.5%
NVNO vs VT
+75.0%
-168.5%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +6.4% | +0.4% | +6.0% | +5.7% |
| 30D | +3.3% | +1.0% | +2.4% | +2.0% |
| 3M | +6.4% | +2.4% | +4.0% | +2.9% |
| 6M | +6.1% | +12.0% | -5.9% | -10.3% |
| YTD | +1.8% | +15.3% | -13.5% | -18.2% |
| 1Y | -58.6% | +22.6% | -81.2% | -69.1% |
| All | -93.5% | +75.0% | -168.5% | -95.7% |
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