-99.1%
NVD vs VIG
+55.8%
-154.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.5% | +2.5% |
| 7D | +10.8% | -1.1% | +11.9% | +7.3% |
| 30D | +0.8% | -2.7% | +3.5% | -7.9% |
| 3M | -20.8% | +2.5% | -23.4% | -14.1% |
| 6M | -41.2% | +9.2% | -50.4% | -20.2% |
| YTD | -44.2% | +9.8% | -54.0% | -22.0% |
| 1Y | -54.2% | +12.4% | -66.5% | -30.2% |
| 3Y | -99.1% | +55.9% | -155.0% | -95.5% |
| All | -99.1% | +55.8% | -154.9% | -95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling