+11.9%
VT vs NVTS
+3.1%
+8.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.1% | +4.5% | -0.3% |
| 7D | +2.9% | +21.6% | -18.7% | +1.4% |
| 30D | -2.5% | -8.5% | +6.0% | -2.3% |
| 3M | -3.3% | -31.4% | +28.0% | -1.6% |
| 6M | +1.5% | -50.3% | +51.9% | +4.2% |
| YTD | +11.4% | +33.9% | -22.5% | +4.1% |
| 1Y | +11.9% | +10.6% | +1.3% | +6.3% |
| All | +11.9% | +3.1% | +8.8% | +6.3% |
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