-12.9%
NVTS price history and return analytics
+64.1%
-77.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.9% | -3.0% | -1.4% |
| 7D | +0.5% | -2.0% | +2.4% | +6.5% |
| 30D | -18.0% | -1.4% | -16.6% | -14.3% |
| 3M | -45.6% | +4.7% | -50.3% | -50.6% |
| 6M | +28.5% | +11.4% | +17.1% | +2.9% |
| YTD | +56.2% | +13.1% | +43.1% | +23.5% |
| 1Y | +97.7% | +19.0% | +78.7% | +40.6% |
| 3Y | +35.0% | +73.9% | -39.0% | -59.5% |
| All | -12.9% | +64.1% | -77.0% | -67.2% |
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