+475.8%
NVDA vs VO
+36.5%
+439.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | 0.0% | -5.4% | -5.4% |
| 7D | -18.3% | -0.2% | -18.1% | -18.1% |
| 30D | -26.3% | +0.5% | -26.8% | -27.0% |
| 3M | -22.3% | -1.1% | -21.2% | -20.9% |
| 6M | -21.3% | +6.4% | -27.7% | -29.2% |
| YTD | -9.2% | +13.5% | -22.8% | -27.4% |
| 1Y | -14.9% | +13.6% | -28.5% | -32.3% |
| 3Y | +250.5% | +65.2% | +185.3% | +40.8% |
| 5Y | +475.8% | +37.7% | +438.1% | +266.2% |
| All | +475.8% | +36.5% | +439.3% | +266.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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