+43.4%
NVTS vs VTEB
+8.6%
+34.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +4.0% | +3.0% |
| 7D | -1.4% | -0.9% | -0.5% | +2.2% |
| 30D | -16.5% | -2.5% | -14.0% | -8.1% |
| 3M | -47.6% | -3.0% | -44.7% | -41.3% |
| 6M | +7.3% | -2.1% | +9.4% | +17.5% |
| YTD | +62.9% | -1.5% | +64.4% | +74.6% |
| 1Y | +91.3% | +0.2% | +91.1% | +95.2% |
| 3Y | +43.4% | +8.6% | +34.9% | -2.8% |
| All | +43.4% | +8.6% | +34.8% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling