-6.3%
NVTS vs VOO
+81.6%
-87.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +3.2% |
| 7D | +9.7% | +0.5% | +9.1% | +8.0% |
| 30D | -13.6% | -0.9% | -12.7% | -11.5% |
| 3M | -51.0% | +3.9% | -54.9% | -54.5% |
| 6M | +46.3% | +14.5% | +31.8% | +10.4% |
| YTD | +68.1% | +13.0% | +55.1% | +34.4% |
| 1Y | +113.9% | +19.4% | +94.5% | +53.9% |
| 3Y | +45.3% | +78.9% | -33.6% | -55.3% |
| All | -6.3% | +81.6% | -87.9% | -67.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling