+59.1%
NVTS vs VLTO
+69.5%
-10.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.1% | -4.0% | -4.9% |
| 7D | +21.6% | +0.8% | +20.8% | +21.5% |
| 30D | -8.5% | +18.7% | -27.2% | -11.4% |
| 3M | -31.4% | +21.7% | -53.1% | -34.0% |
| 6M | -50.3% | +35.8% | -86.2% | -54.8% |
| YTD | +33.9% | +18.3% | +15.6% | +30.0% |
| 1Y | +10.6% | +20.9% | -10.2% | +5.4% |
| All | +59.1% | +69.5% | -10.4% | +39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling