-84.6%
NVX price history and return analytics
+74.2%
-158.8%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +0.7% |
| 7D | -1.0% | -1.1% | +0.1% | +1.1% |
| 30D | -30.7% | -1.0% | -29.7% | -29.4% |
| 3M | -56.2% | +3.2% | -59.3% | -58.5% |
| 6M | -65.9% | +12.5% | -78.4% | -71.8% |
| YTD | -70.5% | +14.1% | -84.6% | -75.8% |
| 1Y | -76.5% | +18.9% | -95.4% | -82.1% |
| 3Y | -84.6% | +74.1% | -158.6% | -92.3% |
| All | -84.6% | +74.2% | -158.8% | -92.3% |
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