-10.8%
NVTS vs VEU
+17.0%
-27.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.0% | +7.0% | +2.5% |
| 7D | -0.3% | +0.2% | -0.5% | -0.7% |
| 30D | -24.4% | -2.1% | -22.3% | -17.8% |
| 3M | -26.5% | -2.7% | -23.8% | -17.3% |
| 6M | -41.4% | +3.2% | -44.6% | -41.0% |
| YTD | +30.7% | +12.6% | +18.1% | -9.2% |
| 1Y | -10.8% | +17.1% | -27.9% | -46.4% |
| All | -10.8% | +17.0% | -27.8% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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