+143.6%
VLO vs NVTS
+109.2%
+34.4%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.3% | -6.3% | -0.1% |
| 7D | +5.2% | +2.7% | +2.5% | +5.1% |
| 30D | +22.6% | -4.5% | +27.1% | +22.6% |
| 3M | +43.8% | -61.5% | +105.3% | +47.2% |
| 6M | +65.7% | +28.0% | +37.8% | +60.1% |
| YTD | +131.1% | +65.3% | +65.8% | +120.4% |
| 1Y | +143.6% | +113.0% | +30.6% | +151.1% |
| All | +143.6% | +109.2% | +34.4% | +151.1% |
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