+10.6%
NVTS vs VLTO
+20.4%
-9.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.1% | -4.0% | -5.7% |
| 7D | +21.6% | +0.8% | +20.8% | +22.1% |
| 30D | -8.5% | +18.7% | -27.2% | +1.7% |
| 3M | -31.4% | +21.7% | -53.1% | -22.7% |
| 6M | -50.3% | +35.8% | -86.2% | -42.3% |
| YTD | +33.9% | +18.3% | +15.6% | +50.8% |
| 1Y | +10.6% | +20.9% | -10.2% | +26.6% |
| All | +10.6% | +20.4% | -9.8% | +26.6% |
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