+14,546.7%
NVDA vs ITOT
+303.4%
+14,243.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -1.5% |
| 7D | -5.1% | -0.9% | -4.2% | -3.6% |
| 30D | -2.5% | -1.5% | -1.0% | +0.3% |
| 3M | +6.7% | +3.6% | +3.1% | +0.6% |
| 6M | +17.6% | +13.7% | +3.9% | -5.9% |
| YTD | +17.3% | +12.9% | +4.4% | -4.7% |
| 1Y | +23.5% | +17.2% | +6.3% | -5.9% |
| 3Y | +384.6% | +75.6% | +309.0% | +91.9% |
| 5Y | +875.4% | +75.5% | +799.9% | +327.9% |
| All | +14,546.7% | +303.4% | +14,243.2% | +1,785.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling