-42.8%
NVTS vs ROIV
+378.2%
-421.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +6.2% | +3.4% | +7.4% |
| 7D | +1.5% | +5.3% | -3.8% | +0.2% |
| 30D | -23.8% | +11.9% | -35.7% | -26.4% |
| 3M | -30.6% | +10.7% | -41.3% | -33.2% |
| 6M | -48.4% | +34.9% | -83.3% | -53.4% |
| YTD | +20.6% | +79.2% | -58.6% | -0.1% |
| 1Y | -2.5% | +89.0% | -91.6% | -20.4% |
| 3Y | +44.0% | +337.3% | -293.4% | -6.2% |
| All | -42.8% | +378.2% | -421.0% | -72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling