+19.0%
NVYY vs VT
+27.8%
-8.8%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -4.6% | -2.3% | -2.3% | -2.8% |
| 30D | -10.8% | -5.0% | -5.9% | -7.0% |
| 3M | -11.7% | -4.9% | -6.9% | -8.0% |
| 6M | -11.8% | -1.5% | -10.2% | -11.1% |
| YTD | -9.6% | +8.5% | -18.1% | -17.9% |
| 1Y | -11.0% | +11.4% | -22.4% | -21.4% |
| All | +19.0% | +27.8% | -8.8% | -7.4% |
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 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