-0.2%
NVTS vs VT
+13.0%
-13.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +2.6% | +8.7% | 0.0% |
| 7D | +20.8% | +0.4% | +20.4% | +21.0% |
| 30D | -11.1% | -2.6% | -8.5% | +3.0% |
| 3M | -31.0% | -3.2% | -27.8% | -16.9% |
| 6M | -47.4% | +0.9% | -48.3% | -43.4% |
| YTD | +34.2% | +11.3% | +22.9% | +4.5% |
| All | -0.2% | +13.0% | -13.2% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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