-48.5%
NVTS vs VCIT
+3.6%
-52.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -3.1% |
| 7D | +21.6% | -1.4% | +23.0% | +26.6% |
| 30D | -8.5% | +0.8% | -9.3% | -10.8% |
| 3M | -31.4% | -1.7% | -29.6% | -27.9% |
| 6M | -50.3% | -2.1% | -48.3% | -46.8% |
| YTD | +33.9% | -2.0% | +35.9% | +42.9% |
| 1Y | +10.6% | -1.5% | +12.1% | +16.3% |
| 3Y | +52.7% | +19.0% | +33.7% | +3.9% |
| 5Y | -48.5% | +3.8% | -52.3% | -64.0% |
| All | -48.5% | +3.6% | -52.1% | -64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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