-44.0%
NERV price history and return analytics
+76.6%
-120.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.9% |
| 7D | -2.5% | +1.0% | -3.5% | -3.4% |
| 30D | +2.3% | -0.2% | +2.6% | +2.6% |
| 3M | -5.6% | +4.5% | -10.2% | -9.5% |
| 6M | -27.3% | +14.1% | -41.3% | -36.0% |
| YTD | +8.7% | +14.8% | -6.1% | -4.3% |
| 1Y | +101.4% | +21.2% | +80.2% | +69.7% |
| 3Y | -44.0% | +76.6% | -120.5% | -77.0% |
| All | -44.0% | +76.6% | -120.6% | -77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling