+1,685.5%
LITE vs NVDL
+2,608.0%
-922.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +1.7% |
| 7D | +13.6% | -0.8% | +14.4% | +13.7% |
| 30D | +21.6% | +3.4% | +18.2% | +19.6% |
| 3M | +20.3% | +8.1% | +12.2% | +16.5% |
| 6M | +54.4% | +31.9% | +22.5% | +37.6% |
| YTD | +168.3% | +21.1% | +147.2% | +144.3% |
| 1Y | +551.8% | +34.0% | +517.8% | +473.7% |
| 3Y | +1,891.5% | +677.9% | +1,213.6% | +892.9% |
| All | +1,685.5% | +2,608.0% | -922.6% | +590.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling