+71.5%
VTI vs NVTS
-17.0%
+88.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.3% | +2.8% | -0.4% |
| 7D | -0.4% | +3.5% | -3.8% | -0.5% |
| 30D | -1.6% | -11.9% | +10.3% | -1.0% |
| 3M | +3.6% | -49.2% | +52.8% | +6.6% |
| 6M | +13.0% | +38.4% | -25.4% | +8.8% |
| YTD | +12.7% | +62.5% | -49.8% | +6.9% |
| 1Y | +18.4% | +101.4% | -83.0% | +9.8% |
| 3Y | +76.4% | +40.4% | +36.0% | +62.4% |
| All | +71.5% | -17.0% | +88.5% | +50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling