-6.1%
NVD vs VLTO
+20.4%
-26.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.1% | +10.1% | +9.4% |
| 7D | +17.0% | +0.8% | +16.2% | +16.7% |
| 30D | +77.3% | +18.7% | +58.6% | +68.9% |
| 3M | +61.6% | +21.7% | +39.9% | +53.4% |
| 6M | +40.7% | +35.8% | +4.8% | +33.1% |
| YTD | -10.5% | +18.3% | -28.7% | -15.9% |
| 1Y | -6.1% | +20.9% | -27.0% | -13.4% |
| All | -6.1% | +20.4% | -26.5% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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