-99.2%
NVD vs VSH
+35.1%
-134.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +2.3% |
| 7D | +0.5% | +3.5% | -3.0% | +2.8% |
| 30D | -9.3% | -4.4% | -4.9% | -10.3% |
| 3M | -22.1% | -45.8% | +23.7% | -44.1% |
| 6M | -45.8% | +90.1% | -135.9% | +6.1% |
| YTD | -46.7% | +120.3% | -167.0% | +20.3% |
| 1Y | -59.5% | +112.2% | -171.7% | -8.0% |
| All | -99.2% | +35.1% | -134.3% | -98.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling