-98.9%
NVD vs VT
+68.2%
-167.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.7% | -4.6% |
| 7D | +16.8% | -2.3% | +19.2% | +8.2% |
| 30D | +54.3% | -5.0% | +59.3% | +30.0% |
| 3M | +24.3% | -4.9% | +29.2% | +6.8% |
| 6M | +0.6% | -1.5% | +2.1% | +3.4% |
| YTD | -27.7% | +8.5% | -36.2% | +14.2% |
| 1Y | -29.4% | +11.4% | -40.8% | +26.1% |
| 3Y | -98.8% | +70.1% | -168.9% | -85.1% |
| All | -98.9% | +68.2% | -167.1% | -85.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling