+106.1%
NVRI vs VT
+217.6%
-111.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.4% | +1.8% |
| 7D | +32.7% | -0.1% | +32.8% | +31.7% |
| 30D | +27.8% | -3.1% | +30.9% | +33.7% |
| 3M | +15.5% | -3.5% | +19.0% | +21.8% |
| 6M | +31.1% | +0.5% | +30.6% | +28.2% |
| YTD | +40.9% | +10.8% | +30.1% | +14.7% |
| 1Y | +99.3% | +11.9% | +87.4% | +59.6% |
| 3Y | +333.1% | +73.0% | +260.1% | +69.0% |
| 5Y | +67.3% | +58.6% | +8.7% | -22.6% |
| 10Y | +106.1% | +219.2% | -113.1% | -69.9% |
| All | +106.1% | +217.6% | -111.5% | -69.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling