-6.3%
NVTS vs VEU
+58.4%
-64.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.8% |
| 7D | +9.7% | +1.7% | +8.0% | +5.1% |
| 30D | -13.6% | +1.0% | -14.6% | -15.4% |
| 3M | -51.0% | +5.6% | -56.6% | -55.6% |
| 6M | +46.3% | +13.7% | +32.7% | +13.0% |
| YTD | +68.1% | +17.7% | +50.3% | +21.6% |
| 1Y | +113.9% | +25.8% | +88.1% | +34.6% |
| 3Y | +45.3% | +77.1% | -31.8% | -56.5% |
| All | -6.3% | +58.4% | -64.6% | -62.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling