+97.2%
NVRI vs VT
+222.7%
-125.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.5% | -2.1% |
| 7D | +3.8% | +2.9% | +0.9% | -1.0% |
| 30D | +18.8% | -2.5% | +21.3% | +23.0% |
| 3M | +17.0% | -3.3% | +20.3% | +23.0% |
| 6M | +23.3% | +1.5% | +21.8% | +18.4% |
| YTD | +35.3% | +11.4% | +24.0% | +9.2% |
| 1Y | +81.6% | +11.9% | +69.7% | +45.4% |
| 3Y | +316.0% | +73.9% | +242.1% | +60.8% |
| 5Y | +60.9% | +57.9% | +3.0% | -24.9% |
| All | +97.2% | +222.7% | -125.5% | -71.8% |
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