+21.2%
VT vs NVTS
+112.0%
-90.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.6% |
| 7D | +1.0% | +9.7% | -8.7% | +0.5% |
| 30D | -0.2% | -13.6% | +13.4% | +0.5% |
| 3M | +4.5% | -51.0% | +55.5% | +7.7% |
| 6M | +14.1% | +46.3% | -32.3% | +9.6% |
| YTD | +14.8% | +68.1% | -53.3% | +9.1% |
| 1Y | +21.2% | +113.9% | -92.7% | +13.8% |
| All | +21.2% | +112.0% | -90.8% | +13.8% |
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 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