-61.4%
NVD vs ROIV
+177.7%
-239.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -0.7% |
| 7D | -11.1% | +0.6% | -11.7% | -10.9% |
| 30D | -13.3% | +1.0% | -14.2% | -12.6% |
| 3M | -19.8% | +18.3% | -38.1% | -13.7% |
| 6M | -48.8% | +18.3% | -67.1% | -44.0% |
| YTD | -49.7% | +61.0% | -110.6% | -37.6% |
| 1Y | -61.4% | +177.9% | -239.2% | -62.9% |
| All | -61.4% | +177.7% | -239.0% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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