-99.1%
NVD vs VO
+56.6%
-155.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +2.0% |
| 7D | +9.0% | -2.5% | +11.5% | +2.0% |
| 30D | -5.5% | -3.2% | -2.2% | -13.0% |
| 3M | -24.6% | +3.9% | -28.5% | -15.0% |
| 6M | -42.1% | +9.6% | -51.7% | -22.5% |
| YTD | -44.3% | +11.6% | -55.9% | -20.9% |
| 1Y | -54.2% | +12.6% | -66.8% | -32.7% |
| 3Y | -99.1% | +55.4% | -154.5% | -96.5% |
| All | -99.1% | +56.6% | -155.7% | -96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 5y: compounded portfolio wealth divided by compounded VO 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…
5y analysis · Full analysis span regression · 6 months rolling