+83.8%
IVV vs NVDX
+357.5%
-273.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | 0.0% |
| 7D | +2.6% | -24.7% | +27.3% | +5.5% |
| 30D | -2.0% | -48.2% | +46.2% | +4.6% |
| 3M | -2.8% | -51.9% | +49.1% | +4.2% |
| 6M | +2.2% | -55.6% | +57.8% | +9.6% |
| YTD | +11.5% | -41.5% | +53.1% | +15.1% |
| 1Y | +13.5% | -44.0% | +57.5% | +17.3% |
| 3Y | +78.1% | +262.2% | -184.1% | +40.5% |
| All | +83.8% | +357.5% | -273.7% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 5y: compounded portfolio wealth divided by compounded NVDX 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…
5y analysis · Full analysis span regression · 6 months rolling