-40.8%
NVST price history and return analytics
+57.4%
-98.2%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +0.2% |
| 7D | +5.1% | +0.4% | +4.7% | +5.0% |
| 30D | +12.9% | -2.6% | +15.5% | +16.7% |
| 3M | -7.7% | -3.2% | -4.5% | -4.1% |
| 6M | +7.1% | +0.9% | +6.2% | +5.6% |
| YTD | +19.6% | +11.3% | +8.3% | +6.1% |
| 1Y | +33.5% | +14.0% | +19.5% | +15.3% |
| 3Y | +23.3% | +75.8% | -52.5% | -30.9% |
| 5Y | -40.8% | +57.8% | -98.7% | -62.1% |
| All | -40.8% | +57.4% | -98.2% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling