+913.8%
NVDA vs V
+68.4%
+845.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -0.8% |
| 7D | +3.8% | -1.1% | +4.9% | +4.6% |
| 30D | +0.8% | +1.9% | -1.1% | -0.9% |
| 3M | +8.2% | +15.5% | -7.3% | -4.3% |
| 6M | +27.1% | +16.6% | +10.5% | +10.5% |
| YTD | +21.2% | +5.7% | +15.4% | +13.5% |
| 1Y | +34.3% | +8.6% | +25.7% | +21.4% |
| 3Y | +396.3% | +52.5% | +343.7% | +208.3% |
| 5Y | +913.8% | +67.1% | +846.7% | +451.6% |
| All | +913.8% | +68.4% | +845.4% | +451.6% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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