+98.4%
NVEC price history and return analytics
+66.2%
+32.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.1% |
| 7D | +4.3% | +1.0% | +3.3% | +3.1% |
| 30D | -19.0% | -0.2% | -18.8% | -18.8% |
| 3M | -3.8% | +4.5% | -8.3% | -8.0% |
| 6M | +55.3% | +14.1% | +41.2% | +36.0% |
| YTD | +78.0% | +14.8% | +63.2% | +55.1% |
| 1Y | +60.1% | +21.2% | +38.9% | +32.2% |
| 3Y | +43.3% | +76.6% | -33.3% | -15.2% |
| 5Y | +98.4% | +66.6% | +31.8% | +23.0% |
| All | +98.4% | +66.2% | +32.2% | +23.0% |
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 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