+459.7%
NVS price history and return analytics
+371.8%
+87.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -0.5% | -13.4% | -13.7% |
| 7D | -14.6% | +1.0% | -15.6% | -15.0% |
| 30D | -11.9% | -0.2% | -11.7% | -11.8% |
| 3M | -6.0% | +4.5% | -10.5% | -8.3% |
| 6M | -11.4% | +14.1% | -25.4% | -17.7% |
| YTD | +2.9% | +14.8% | -11.8% | -4.7% |
| 1Y | +10.2% | +21.2% | -11.0% | -0.9% |
| 3Y | +55.3% | +76.6% | -21.3% | +12.6% |
| 5Y | +89.6% | +66.6% | +23.0% | +40.2% |
| 10Y | +176.1% | +222.3% | -46.2% | +40.2% |
| All | +459.7% | +371.8% | +87.8% | +103.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling