+297.5%
NVRI vs VT
+69.7%
+227.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +1.7% |
| 7D | +29.5% | -2.3% | +31.8% | +32.8% |
| 30D | +21.3% | -5.0% | +26.3% | +30.4% |
| 3M | +6.4% | -4.9% | +11.3% | +14.4% |
| 6M | +24.0% | -1.5% | +25.5% | +24.9% |
| YTD | +33.1% | +8.5% | +24.6% | +11.0% |
| 1Y | +95.0% | +11.4% | +83.6% | +54.3% |
| 3Y | +297.5% | +70.1% | +227.4% | +22.2% |
| All | +297.5% | +69.7% | +227.8% | +22.2% |
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