-2.4%
NVST vs VT
+145.2%
-147.6%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +0.6% | +0.4% | +0.1% | 0.0% |
| 30D | -4.7% | +1.0% | -5.7% | -5.8% |
| 3M | +19.3% | +2.4% | +16.9% | +15.5% |
| 6M | -4.0% | +12.0% | -16.0% | -16.1% |
| YTD | +25.7% | +15.3% | +10.3% | +6.5% |
| 1Y | +31.3% | +22.6% | +8.7% | +3.8% |
| 3Y | -15.8% | +74.7% | -90.4% | -54.8% |
| 5Y | -37.1% | +66.1% | -103.2% | -64.1% |
| All | -2.4% | +145.2% | -147.6% | -64.8% |
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 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