-7.5%
IGV vs NVDL
-23.5%
+15.9%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.1% | +7.0% | +1.7% |
| 7D | -7.5% | -14.0% | +6.6% | -5.5% |
| 30D | -5.6% | -31.2% | +25.6% | -0.8% |
| 3M | +1.5% | -15.5% | +17.0% | +3.2% |
| 6M | +17.1% | -10.3% | +27.4% | +16.8% |
| YTD | -2.0% | -5.8% | +3.8% | -4.8% |
| 1Y | -7.5% | -20.1% | +12.6% | -8.1% |
| All | -7.5% | -23.5% | +15.9% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 1y: compounded portfolio wealth divided by compounded NVDL 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…
1y analysis · Full analysis span regression · 6 months rolling