+19.2%
VRT vs NVTS
+8.6%
+10.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +7.4% | -1.0% | +4.3% |
| 7D | +0.5% | +7.9% | -7.5% | -1.4% |
| 30D | -13.7% | +0.8% | -14.5% | -14.3% |
| 3M | -26.7% | -26.0% | -0.7% | -21.7% |
| 6M | -43.8% | -55.5% | +11.7% | -35.3% |
| YTD | +27.6% | +41.0% | -13.5% | -4.8% |
| All | +19.2% | +8.6% | +10.6% | -1.5% |
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