+177.1%
NVTS vs VG
-44.1%
+221.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +4.7% | -9.8% | -6.4% |
| 7D | +21.6% | +15.1% | +6.5% | +17.0% |
| 30D | -8.5% | -4.2% | -4.3% | -7.8% |
| 3M | -31.4% | -3.1% | -28.3% | -31.4% |
| 6M | -50.3% | +0.3% | -50.7% | -52.5% |
| YTD | +33.9% | +95.5% | -61.6% | -13.8% |
| 1Y | +10.6% | +64.4% | -53.8% | -23.1% |
| All | +177.1% | -44.1% | +221.2% | +162.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling