-9.0%
NVD vs VT
+11.9%
-20.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +3.0% |
| 7D | +28.6% | +2.4% | +26.3% | +37.6% |
| 30D | +73.6% | -1.5% | +75.1% | +67.2% |
| 3M | +70.1% | -4.1% | +74.2% | +53.0% |
| 6M | +53.6% | +0.6% | +53.0% | +66.4% |
| YTD | -7.0% | +11.0% | -18.0% | +42.5% |
| 1Y | -9.0% | +13.3% | -22.3% | +47.7% |
| All | -9.0% | +11.9% | -20.9% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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