+297.8%
VTI vs NVS
+179.5%
+118.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.9% |
| 7D | -0.9% | -14.3% | +13.4% | +4.7% |
| 30D | -1.4% | -10.0% | +8.5% | +1.8% |
| 3M | +3.6% | -10.9% | +14.5% | +7.2% |
| 6M | +13.6% | -12.0% | +25.6% | +17.9% |
| YTD | +12.9% | +2.5% | +10.4% | +9.2% |
| 1Y | +17.2% | +10.7% | +6.5% | +9.2% |
| 3Y | +75.7% | +53.3% | +22.4% | +36.8% |
| 5Y | +75.4% | +93.6% | -18.2% | +17.8% |
| All | +297.8% | +179.5% | +118.2% | +137.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 10y: compounded portfolio wealth divided by compounded NVS 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…
10y analysis · Full analysis span regression · 6 months rolling