-99.0%
NVX vs VT
+60.1%
-159.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.2% | -5.4% |
| 7D | -5.8% | -2.3% | -3.5% | -2.3% |
| 30D | -14.9% | -5.0% | -9.9% | -6.7% |
| 3M | -47.4% | -4.9% | -42.5% | -42.6% |
| 6M | -71.0% | -1.5% | -69.4% | -69.8% |
| YTD | -79.0% | +8.5% | -87.5% | -81.2% |
| 1Y | -82.3% | +11.4% | -93.7% | -84.8% |
| 3Y | -89.6% | +70.1% | -159.7% | -95.6% |
| All | -99.0% | +60.1% | -159.1% | -99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling