+4.3%
NVT vs VT
+11.9%
-7.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | +0.3% |
| 7D | +17.4% | +2.9% | +14.5% | +10.6% |
| 30D | -28.4% | -2.5% | -25.8% | -23.4% |
| 3M | -32.4% | -3.3% | -29.1% | -26.3% |
| 6M | -32.2% | +1.5% | -33.7% | -32.4% |
| YTD | +14.0% | +11.4% | +2.6% | -5.8% |
| 1Y | +4.3% | +11.9% | -7.6% | -14.8% |
| All | +4.3% | +11.9% | -7.6% | -14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling