+113.9%
NVTS vs ROIV
+221.6%
-107.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +18.8% | -17.1% | -12.3% |
| 7D | +9.7% | +20.2% | -10.5% | -6.4% |
| 30D | -13.6% | +14.1% | -27.8% | -23.2% |
| 3M | -51.0% | +45.6% | -96.6% | -64.6% |
| 6M | +46.3% | +44.1% | +2.2% | +5.5% |
| YTD | +68.1% | +91.2% | -23.1% | -5.9% |
| 1Y | +113.9% | +221.3% | -107.4% | -21.8% |
| All | +113.9% | +221.6% | -107.6% | -21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling