+474.2%
NVDA vs VCIT
+4.3%
+469.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.8% |
| 7D | -13.2% | -0.5% | -12.7% | -12.5% |
| 30D | -23.2% | +1.5% | -24.7% | -25.0% |
| 3M | -20.0% | -1.0% | -19.1% | -18.9% |
| 6M | -20.6% | -1.7% | -19.0% | -18.5% |
| YTD | -6.6% | -1.4% | -5.3% | -4.5% |
| 1Y | -9.8% | -0.9% | -8.9% | -8.4% |
| 3Y | +260.5% | +19.8% | +240.7% | +159.9% |
| All | +474.2% | +4.3% | +469.9% | +353.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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