+430.9%
NVT vs VT
+66.2%
+364.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +4.9% |
| 7D | +10.4% | +1.0% | +9.4% | +8.7% |
| 30D | -1.3% | -0.2% | -1.1% | -0.9% |
| 3M | -0.6% | +4.5% | -5.2% | -6.1% |
| 6M | +53.8% | +14.1% | +39.7% | +29.2% |
| YTD | +60.2% | +14.8% | +45.4% | +33.8% |
| 1Y | +76.8% | +21.2% | +55.6% | +37.8% |
| 3Y | +191.2% | +76.6% | +114.7% | +45.9% |
| 5Y | +430.9% | +66.6% | +364.3% | +191.5% |
| All | +430.9% | +66.2% | +364.7% | +191.5% |
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