+204.0%
NVT vs VT
+53.4%
+150.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.2% | +7.7% | +7.6% |
| 7D | -15.7% | -2.3% | -13.4% | -12.5% |
| 30D | -36.6% | -5.0% | -31.6% | -31.1% |
| 3M | -34.8% | -4.9% | -30.0% | -29.1% |
| 6M | -38.2% | -1.5% | -36.7% | -35.4% |
| YTD | +4.8% | +8.5% | -3.7% | -3.8% |
| 1Y | -2.8% | +11.4% | -14.2% | -13.7% |
| 3Y | +119.5% | +70.1% | +49.5% | +18.3% |
| All | +204.0% | +53.4% | +150.6% | +88.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling