+25.3%
NVII price history and return analytics
+28.5%
-3.2%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.3% |
| 7D | -14.7% | +2.4% | -17.0% | -18.0% |
| 30D | -30.0% | -1.5% | -28.5% | -27.7% |
| 3M | -29.8% | -4.1% | -25.7% | -24.0% |
| 6M | -30.5% | +0.6% | -31.0% | -29.8% |
| YTD | -14.9% | +11.0% | -25.9% | -26.6% |
| 1Y | -13.5% | +13.3% | -26.9% | -27.8% |
| All | +25.3% | +28.5% | -3.2% | -14.3% |
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