-86.6%
NVX vs VT
+75.0%
-161.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.3% | +5.3% |
| 7D | -14.2% | +0.4% | -14.7% | -15.0% |
| 30D | -24.8% | +1.0% | -25.7% | -26.2% |
| 3M | -55.1% | +2.4% | -57.5% | -56.6% |
| 6M | -67.1% | +12.0% | -79.1% | -72.5% |
| YTD | -70.2% | +15.3% | -85.5% | -76.0% |
| 1Y | -76.5% | +22.6% | -99.1% | -83.0% |
| All | -86.6% | +75.0% | -161.6% | -93.6% |
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