+81.2%
NVII price history and return analytics
+32.8%
+48.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.1% |
| 7D | +5.4% | +1.0% | +4.4% | +3.7% |
| 30D | +2.9% | -0.2% | +3.1% | +3.5% |
| 3M | +9.7% | +4.5% | +5.1% | +2.6% |
| 6M | +28.1% | +14.1% | +14.1% | +4.9% |
| YTD | +23.2% | +14.8% | +8.4% | -0.4% |
| 1Y | +38.8% | +21.2% | +17.6% | +4.0% |
| All | +81.2% | +32.8% | +48.4% | +16.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling