-68.2%
NVTX vs VT
+14.6%
-82.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.3% | +0.2% | +18.1% | +16.3% |
| 7D | -4.2% | -2.3% | -1.8% | +27.0% |
| 30D | -50.2% | -5.0% | -45.2% | -9.9% |
| 3M | -62.8% | -4.9% | -57.9% | -29.2% |
| 6M | -88.1% | -1.5% | -86.5% | -77.2% |
| YTD | -64.3% | +8.5% | -72.8% | -64.0% |
| 1Y | -80.1% | +11.4% | -91.4% | -83.4% |
| All | -68.2% | +14.6% | -82.8% | -79.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling