-6.3%
NVTS vs ROIV
+575.6%
-581.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +18.8% | -17.1% | -4.3% |
| 7D | +9.7% | +20.2% | -10.5% | +2.8% |
| 30D | -13.6% | +14.1% | -27.8% | -17.7% |
| 3M | -51.0% | +45.6% | -96.6% | -56.7% |
| 6M | +46.3% | +44.1% | +2.2% | +30.1% |
| YTD | +68.1% | +91.2% | -23.1% | +37.8% |
| 1Y | +113.9% | +221.3% | -107.4% | +53.2% |
| 3Y | +45.3% | +229.2% | -183.9% | +1.3% |
| All | -6.3% | +575.6% | -581.8% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling