-45.2%
NVRI vs VT
+374.2%
-419.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.7% |
| 7D | +2.6% | +0.4% | +2.2% | +2.0% |
| 30D | -0.6% | +1.0% | -1.6% | -2.0% |
| 3M | +16.1% | +2.4% | +13.7% | +11.5% |
| 6M | +25.9% | +12.0% | +13.9% | +5.2% |
| YTD | +27.6% | +15.3% | +12.3% | +1.7% |
| 1Y | +94.8% | +22.6% | +72.2% | +42.1% |
| 3Y | +202.1% | +74.7% | +127.4% | +36.5% |
| 5Y | +25.3% | +66.1% | -40.8% | -37.7% |
| 10Y | +127.1% | +225.0% | -97.9% | -49.2% |
| All | -45.2% | +374.2% | -419.4% | -92.0% |
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