-30.2%
NVD vs ROIV
+97.8%
-128.0%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +6.1% | +0.4% | +8.7% |
| 7D | +15.0% | +3.0% | +11.9% | +16.1% |
| 30D | +39.3% | +6.8% | +32.4% | +43.0% |
| 3M | +3.1% | +10.5% | -7.4% | +8.4% |
| 6M | -19.0% | +34.8% | -53.8% | -4.9% |
| YTD | -35.5% | +76.2% | -111.7% | -8.6% |
| 1Y | -30.2% | +92.4% | -122.6% | 0.0% |
| All | -30.2% | +97.8% | -128.0% | 0.0% |
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