+91.3%
NVTS vs VIG
+13.0%
+78.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.7% | +3.6% | +1.1% |
| 7D | -1.4% | -1.1% | -0.4% | +3.5% |
| 30D | -16.5% | -2.7% | -13.8% | -5.9% |
| 3M | -47.6% | +2.5% | -50.2% | -54.9% |
| 6M | +7.3% | +9.2% | -1.9% | -28.3% |
| YTD | +62.9% | +9.8% | +53.1% | +8.9% |
| 1Y | +91.3% | +12.4% | +78.9% | +10.6% |
| All | +91.3% | +13.0% | +78.2% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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