+113.0%
NVTS vs VTRS
+66.3%
+46.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.7% | +6.4% |
| 7D | +2.7% | +3.3% | -0.6% | +1.9% |
| 30D | -4.5% | -3.6% | -0.8% | -3.9% |
| 3M | -61.5% | +7.0% | -68.5% | -62.2% |
| 6M | +28.0% | +17.5% | +10.5% | +17.7% |
| YTD | +65.3% | +38.8% | +26.5% | +48.6% |
| 1Y | +113.0% | +69.2% | +43.8% | +72.2% |
| All | +113.0% | +66.3% | +46.7% | +72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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