-10.8%
NVTS vs VG
+47.2%
-58.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -7.7% | +16.7% | +9.3% |
| 7D | -0.3% | -16.4% | +16.1% | +0.6% |
| 30D | -24.4% | -10.8% | -13.6% | -23.9% |
| 3M | -26.5% | -6.3% | -20.2% | -26.3% |
| 6M | -41.4% | -12.5% | -28.9% | -40.9% |
| YTD | +30.7% | +76.9% | -46.2% | -7.6% |
| 1Y | -10.8% | +51.8% | -62.6% | -32.6% |
| All | -10.8% | +47.2% | -58.0% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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