-42.8%
NVTS vs VO
+38.8%
-81.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.3% | +6.1% | +4.2% |
| 7D | +7.9% | +0.2% | +7.7% | +8.9% |
| 30D | +0.8% | +2.0% | -1.2% | -2.0% |
| 3M | -26.0% | -0.3% | -25.7% | -23.3% |
| 6M | -55.5% | +7.3% | -62.8% | -60.3% |
| YTD | +41.0% | +15.0% | +26.1% | +11.3% |
| 1Y | +10.4% | +14.7% | -4.3% | -12.0% |
| 3Y | +60.9% | +67.3% | -6.4% | -40.4% |
| 5Y | -42.8% | +38.8% | -81.6% | -67.7% |
| All | -42.8% | +38.8% | -81.6% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 5y: compounded portfolio wealth divided by compounded VO 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…
5y analysis · Full analysis span regression · 6 months rolling