-10.8%
NVTS vs VSH
+62.1%
-72.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -5.1% | +14.1% | +14.1% |
| 7D | -0.3% | -13.6% | +13.3% | +15.0% |
| 30D | -24.4% | -30.4% | +6.0% | +8.6% |
| 3M | -26.5% | -33.3% | +6.8% | +7.6% |
| 6M | -41.4% | -15.1% | -26.3% | -40.5% |
| YTD | +30.7% | +80.2% | -49.5% | -48.7% |
| 1Y | -10.8% | +63.4% | -74.2% | -60.6% |
| All | -10.8% | +62.1% | -72.9% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling