-95.6%
NVNO vs VT
+74.5%
-170.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.8% |
| 7D | -5.7% | +2.9% | -8.6% | -9.6% |
| 30D | -17.5% | -2.5% | -15.0% | -14.3% |
| 3M | -40.2% | -3.3% | -36.8% | -37.1% |
| 6M | -29.5% | +1.5% | -31.0% | -31.4% |
| YTD | -41.5% | +11.4% | -52.8% | -52.1% |
| 1Y | -72.7% | +11.9% | -84.6% | -77.8% |
| All | -95.6% | +74.5% | -170.1% | -98.3% |
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