+73.6%
VEA vs NVTS
+32.4%
+41.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.6% | -1.1% |
| 7D | -2.1% | +0.5% | -2.5% | -2.1% |
| 30D | -1.1% | -18.0% | +17.0% | -0.5% |
| 3M | +5.1% | -45.6% | +50.7% | +6.7% |
| 6M | +9.8% | +28.5% | -18.7% | +8.1% |
| YTD | +15.9% | +56.2% | -40.2% | +13.4% |
| 1Y | +24.6% | +97.7% | -73.1% | +20.6% |
| All | +73.6% | +32.4% | +41.1% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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