+1,027.7%
LITE vs NVDL
+1,315.4%
-287.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -9.0% | +5.4% | -0.4% |
| 7D | +22.6% | -17.5% | +40.0% | +30.4% |
| 30D | -36.8% | -49.2% | +12.5% | -19.1% |
| 3M | -33.0% | -49.0% | +16.0% | -14.9% |
| 6M | -37.1% | -50.9% | +13.9% | -19.5% |
| YTD | +69.5% | -36.7% | +106.2% | +95.6% |
| 1Y | +146.1% | -43.0% | +189.1% | +194.6% |
| 3Y | +1,440.8% | +281.1% | +1,159.7% | +893.8% |
| All | +1,027.7% | +1,315.4% | -287.6% | +453.3% |
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