-35.3%
NVTX price history and return analytics
+19.4%
-54.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.9% | -6.7% | 0.0% |
| 7D | +0.1% | -2.0% | +2.1% | +19.8% |
| 30D | -35.9% | -1.4% | -34.5% | -26.2% |
| 3M | -78.1% | +4.7% | -82.8% | -82.6% |
| 6M | -34.2% | +11.4% | -45.5% | -60.5% |
| YTD | -27.4% | +13.1% | -40.4% | -57.1% |
| 1Y | -31.8% | +19.0% | -50.9% | -73.1% |
| All | -35.3% | +19.4% | -54.7% | -75.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling