-12.9%
NVTS vs VOO
+79.7%
-92.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -2.3% |
| 7D | +0.5% | -2.0% | +2.4% | +5.8% |
| 30D | -18.0% | -1.7% | -16.4% | -14.3% |
| 3M | -45.6% | +4.7% | -50.4% | -50.7% |
| 6M | +28.5% | +12.6% | +15.9% | +1.5% |
| YTD | +56.2% | +11.8% | +44.4% | +28.5% |
| 1Y | +97.7% | +17.5% | +80.2% | +48.2% |
| 3Y | +35.0% | +77.0% | -42.0% | -57.3% |
| All | -12.9% | +79.7% | -92.6% | -69.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling