-68.2%
NERV price history and return analytics
+66.2%
-134.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.0% |
| 7D | -2.5% | +1.0% | -3.5% | -3.0% |
| 30D | +2.3% | -0.2% | +2.6% | +2.5% |
| 3M | -5.6% | +4.5% | -10.2% | -8.0% |
| 6M | -27.3% | +14.1% | -41.3% | -32.7% |
| YTD | +8.7% | +14.8% | -6.1% | +0.6% |
| 1Y | +101.4% | +21.2% | +80.2% | +81.6% |
| 3Y | -44.0% | +76.6% | -120.5% | -57.9% |
| 5Y | -68.2% | +66.6% | -134.8% | -71.4% |
| All | -68.2% | +66.2% | -134.4% | -71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling