+123.4%
NVX vs VT
+23.4%
+100.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.6% | -0.2% |
| 7D | -20.8% | +0.1% | -20.9% | -20.7% |
| 30D | +618.6% | +0.8% | +617.8% | +617.2% |
| 3M | +320.6% | +2.8% | +317.8% | +305.2% |
| 6M | +232.2% | +13.0% | +219.2% | +168.8% |
| YTD | +183.2% | +15.4% | +167.8% | +134.4% |
| All | +123.4% | +23.4% | +100.1% | +101.4% |
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