-30.1%
NVTS price history and return analytics
+61.2%
-91.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.3% | -6.1% | -5.5% |
| 7D | +3.9% | +2.4% | +1.6% | -2.2% |
| 30D | -4.3% | -1.5% | -2.8% | +3.1% |
| 3M | -34.5% | -4.1% | -30.4% | -22.6% |
| 6M | -57.7% | +0.6% | -58.3% | -54.2% |
| YTD | +25.4% | +11.0% | +14.3% | +8.8% |
| 1Y | +13.1% | +13.3% | -0.2% | -6.5% |
| 3Y | +48.9% | +73.4% | -24.5% | -53.0% |
| 5Y | -51.8% | +57.4% | -109.2% | -79.6% |
| All | -30.1% | +61.2% | -91.3% | -71.1% |
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 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