-44.0%
NVRI vs VT
+345.0%
-389.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.9% | -4.1% | +18.0% | +19.9% |
| 7D | +23.1% | -4.2% | +27.2% | +30.0% |
| 30D | +17.2% | -5.8% | +23.0% | +27.1% |
| 3M | +1.5% | -5.2% | +6.8% | +9.3% |
| 6M | +20.5% | +0.1% | +20.3% | +18.7% |
| YTD | +30.4% | +8.2% | +22.1% | +13.4% |
| 1Y | +91.3% | +10.1% | +81.2% | +62.5% |
| 3Y | +262.7% | +69.7% | +193.1% | +69.7% |
| 5Y | +51.4% | +53.4% | -2.0% | -15.9% |
| 10Y | +132.4% | +219.2% | -86.8% | -46.7% |
| All | -44.0% | +345.0% | -389.0% | -91.0% |
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