-93.6%
NVOX vs VT
+28.5%
-122.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.4% |
| 7D | +0.8% | -2.3% | +3.1% | +5.8% |
| 30D | +8.5% | -5.0% | +13.4% | +19.4% |
| 3M | -27.4% | -4.9% | -22.5% | -20.5% |
| 6M | -32.2% | -1.5% | -30.6% | -32.5% |
| YTD | -52.7% | +8.5% | -61.2% | -60.7% |
| 1Y | -46.3% | +11.4% | -57.7% | -57.4% |
| All | -93.6% | +28.5% | -122.1% | -96.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling