-78.4%
NVX vs VT
+21.4%
-99.7%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.5% | -7.8% | -7.2% |
| 7D | -8.9% | +1.0% | -9.9% | -10.9% |
| 30D | -32.2% | -0.2% | -32.0% | -31.9% |
| 3M | -54.8% | +4.5% | -59.3% | -58.6% |
| 6M | -66.6% | +14.1% | -80.6% | -73.7% |
| YTD | -72.7% | +14.8% | -87.4% | -77.5% |
| 1Y | -78.4% | +21.2% | -99.5% | -81.9% |
| All | -78.4% | +21.4% | -99.7% | -81.9% |
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