-9.1%
NVTS vs VOO
+81.2%
-90.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +2.1% |
| 7D | -1.4% | -0.8% | -0.7% | +0.7% |
| 30D | -16.5% | -1.1% | -15.4% | -14.0% |
| 3M | -47.6% | +3.9% | -51.5% | -51.6% |
| 6M | +7.3% | +13.6% | -6.3% | -17.2% |
| YTD | +62.9% | +12.7% | +50.2% | +31.1% |
| 1Y | +91.3% | +17.6% | +73.7% | +42.9% |
| 3Y | +43.4% | +77.3% | -33.9% | -54.9% |
| All | -9.1% | +81.2% | -90.4% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling