+43.0%
NVTS vs ROIV
+201.4%
-158.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.5% | +4.8% | +5.4% |
| 7D | +2.7% | +0.6% | +2.1% | +2.3% |
| 30D | -4.5% | +1.0% | -5.4% | -5.0% |
| 3M | -61.5% | +18.3% | -79.8% | -64.9% |
| 6M | +28.0% | +18.3% | +9.7% | +16.4% |
| YTD | +65.3% | +61.0% | +4.3% | +27.6% |
| 1Y | +113.0% | +177.9% | -64.9% | +28.8% |
| All | +43.0% | +201.4% | -158.4% | -22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling