+35.3%
VGT vs NVTS
+105.1%
-69.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.3% | -3.1% | +0.7% |
| 7D | -0.2% | -1.4% | +1.3% | 0.0% |
| 30D | -0.4% | -16.5% | +16.1% | +1.4% |
| 3M | +4.4% | -47.6% | +52.1% | +10.3% |
| 6M | +32.1% | +7.3% | +24.8% | +27.3% |
| YTD | +28.8% | +62.9% | -34.1% | +18.7% |
| 1Y | +35.3% | +91.3% | -55.9% | +22.3% |
| All | +35.3% | +105.1% | -69.8% | +22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling