-7.8%
NVTS vs VIG
+63.3%
-71.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.8% | +7.5% |
| 7D | +2.7% | -0.4% | +3.1% | +3.8% |
| 30D | -4.5% | -1.0% | -3.5% | -2.4% |
| 3M | -61.5% | +2.8% | -64.3% | -63.9% |
| 6M | +28.0% | +8.2% | +19.8% | +8.3% |
| YTD | +65.3% | +11.0% | +54.2% | +33.6% |
| 1Y | +113.0% | +16.1% | +96.9% | +57.6% |
| 3Y | +34.7% | +56.2% | -21.5% | -46.3% |
| All | -7.8% | +63.3% | -71.1% | -61.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling