-7.8%
NVTS vs VSH
+81.3%
-89.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.4% | +1.9% | +1.6% |
| 7D | +2.7% | +4.1% | -1.4% | -1.4% |
| 30D | -4.5% | -4.2% | -0.3% | +0.4% |
| 3M | -61.5% | -50.0% | -11.6% | -20.5% |
| 6M | +28.0% | +80.2% | -52.2% | -34.3% |
| YTD | +65.3% | +121.1% | -55.8% | -31.6% |
| 1Y | +113.0% | +112.0% | +1.0% | -4.9% |
| 3Y | +34.7% | +22.5% | +12.2% | +13.2% |
| All | -7.8% | +81.3% | -89.2% | -52.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling