+42.8%
NOV price history and return analytics
+58.5%
-15.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | +2.4% | +2.9% | -0.5% | -0.6% |
| 30D | -6.1% | -2.5% | -3.6% | -3.8% |
| 3M | -14.5% | -3.3% | -11.2% | -11.7% |
| 6M | -12.2% | +1.5% | -13.7% | -14.1% |
| YTD | +15.9% | +11.4% | +4.6% | +2.4% |
| 1Y | +18.2% | +11.9% | +6.3% | +3.9% |
| 3Y | -0.5% | +73.9% | -74.4% | -42.9% |
| 5Y | +42.8% | +57.9% | -15.1% | -8.5% |
| All | +42.8% | +58.5% | -15.8% | -8.5% |
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