-54.2%
NVD vs VSH
+119.5%
-173.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.1% | -5.9% | +3.0% |
| 7D | +10.8% | +4.8% | +6.1% | +13.2% |
| 30D | +0.8% | -0.7% | +1.5% | +1.9% |
| 3M | -20.8% | -43.1% | +22.2% | -35.5% |
| 6M | -41.2% | +91.8% | -132.9% | +1.5% |
| YTD | -44.2% | +131.6% | -175.8% | +8.7% |
| 1Y | -54.2% | +118.1% | -172.2% | -13.8% |
| All | -54.2% | +119.5% | -173.7% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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