+123.4%
VRT vs NVTS
+109.2%
+14.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +6.3% | -2.0% | +3.0% |
| 7D | +9.1% | +2.7% | +6.4% | +8.5% |
| 30D | +0.9% | -4.5% | +5.4% | +1.7% |
| 3M | -13.4% | -61.5% | +48.1% | +2.3% |
| 6M | +11.7% | +28.0% | -16.3% | +0.3% |
| YTD | +73.2% | +65.3% | +8.0% | +44.1% |
| 1Y | +123.4% | +113.0% | +10.4% | +84.2% |
| All | +123.4% | +109.2% | +14.2% | +84.2% |
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