-49.6%
NVO vs VCIT
+18.9%
-68.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -3.2% | -0.8% | -2.5% | -2.7% |
| 3M | +11.5% | -0.5% | +12.0% | +11.9% |
| 6M | +22.9% | -1.4% | +24.3% | +24.1% |
| YTD | -6.8% | -0.8% | -6.0% | -6.3% |
| 1Y | -12.6% | +0.3% | -13.0% | -12.6% |
| 3Y | -49.6% | +19.2% | -68.8% | -52.4% |
| All | -49.6% | +18.9% | -68.5% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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