+325.1%
NVDA vs VLTO
+54.8%
+270.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.7% |
| 7D | -8.8% | +5.4% | -14.2% | -9.9% |
| 30D | -21.4% | +22.3% | -43.7% | -25.4% |
| 3M | -14.7% | +19.6% | -34.3% | -18.6% |
| 6M | -10.0% | +35.2% | -45.1% | -17.9% |
| YTD | +0.3% | +17.9% | -17.5% | -3.8% |
| 1Y | -0.5% | +19.5% | -20.0% | -5.5% |
| 3Y | +309.2% | +73.9% | +235.2% | +249.8% |
| All | +325.1% | +54.8% | +270.2% | +280.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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