-4.1%
NVST price history and return analytics
+144.0%
-148.1%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.1% |
| 7D | +0.6% | +1.0% | -0.4% | -0.5% |
| 30D | -4.8% | -0.2% | -4.5% | -4.5% |
| 3M | +14.4% | +4.5% | +9.8% | +8.2% |
| 6M | -0.2% | +14.1% | -14.2% | -14.6% |
| YTD | +23.5% | +14.8% | +8.7% | +5.3% |
| 1Y | +26.8% | +21.2% | +5.6% | +1.6% |
| 3Y | -10.2% | +76.6% | -86.8% | -52.4% |
| 5Y | -37.9% | +66.6% | -104.5% | -64.7% |
| All | -4.1% | +144.0% | -148.1% | -65.2% |
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 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