+71.8%
VTI vs NVTS
-16.8%
+88.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.3% | -3.5% | +0.6% |
| 7D | -0.9% | -1.4% | +0.5% | -0.8% |
| 30D | -1.4% | -16.5% | +15.1% | -0.6% |
| 3M | +3.6% | -47.6% | +51.2% | +6.5% |
| 6M | +13.6% | +7.3% | +6.3% | +11.0% |
| YTD | +12.9% | +62.9% | -50.0% | +7.1% |
| 1Y | +17.2% | +91.3% | -74.1% | +9.0% |
| 3Y | +75.7% | +43.4% | +32.3% | +61.4% |
| All | +71.8% | -16.8% | +88.6% | +51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling