+341.1%
NVRI vs VT
+74.1%
+267.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +0.9% |
| 7D | +39.1% | +0.4% | +38.7% | +36.8% |
| 30D | +26.6% | -2.6% | +29.2% | +31.2% |
| 3M | +13.3% | -3.2% | +16.6% | +18.8% |
| 6M | +29.9% | +0.9% | +28.9% | +26.1% |
| YTD | +39.6% | +11.3% | +28.3% | +12.0% |
| 1Y | +105.2% | +14.0% | +91.2% | +56.9% |
| 3Y | +341.1% | +75.8% | +265.3% | +30.7% |
| All | +341.1% | +74.1% | +267.0% | +30.7% |
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