-60.2%
NVD vs ROIV
+221.6%
-281.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +18.8% | -14.9% | +10.0% |
| 7D | -7.7% | +20.2% | -27.8% | -1.7% |
| 30D | -5.8% | +14.1% | -19.9% | -1.4% |
| 3M | -23.2% | +45.6% | -68.8% | -11.3% |
| 6M | -49.7% | +44.1% | -93.9% | -41.2% |
| YTD | -47.7% | +91.2% | -138.8% | -31.0% |
| All | -60.2% | +221.6% | -281.8% | -57.9% |
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