-84.7%
NVNI price history and return analytics
+19.6%
-104.4%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +0.1% |
| 7D | -3.1% | -1.1% | -2.0% | -0.9% |
| 30D | -15.0% | -1.0% | -14.0% | -13.4% |
| 3M | +3.6% | +3.2% | +0.4% | -2.5% |
| 6M | -31.2% | +12.5% | -43.7% | -45.1% |
| YTD | -66.0% | +14.1% | -80.1% | -74.1% |
| 1Y | -84.7% | +18.9% | -103.6% | -89.2% |
| All | -84.7% | +19.6% | -104.4% | -89.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling