+48.9%
NVTS vs ROIV
+357.5%
-308.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.2% | -5.2% | -5.6% |
| 7D | +3.9% | +1.7% | +2.3% | +3.1% |
| 30D | -4.3% | +17.6% | -21.9% | -13.3% |
| 3M | -34.5% | +9.0% | -43.4% | -39.0% |
| 6M | -57.7% | +35.3% | -93.0% | -66.4% |
| YTD | +25.4% | +82.2% | -56.8% | -19.4% |
| 1Y | +13.1% | +92.3% | -79.1% | -30.2% |
| 3Y | +48.9% | +336.8% | -287.9% | -42.8% |
| All | +48.9% | +357.5% | -308.6% | -42.8% |
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 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