+113.0%
NVTS vs VLTO
-8.3%
+121.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.6% | +7.9% | +5.7% |
| 7D | +2.7% | -2.3% | +5.0% | +1.8% |
| 30D | -4.5% | -0.9% | -3.6% | -4.7% |
| 3M | -61.5% | +13.8% | -75.3% | -60.8% |
| 6M | +28.0% | +2.0% | +26.0% | +30.8% |
| YTD | +65.3% | -3.2% | +68.5% | +67.7% |
| 1Y | +113.0% | -9.2% | +122.2% | +142.2% |
| All | +113.0% | -8.3% | +121.3% | +142.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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