+444.8%
NVDA vs VT
+57.0%
+387.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.4% |
| 7D | -12.7% | +2.4% | -15.1% | -17.3% |
| 30D | -26.4% | -1.5% | -24.9% | -24.1% |
| 3M | -27.6% | -4.1% | -23.5% | -20.8% |
| 6M | -27.7% | +0.6% | -28.3% | -28.4% |
| YTD | -12.5% | +11.0% | -23.5% | -30.5% |
| 1Y | -12.6% | +13.3% | -26.0% | -33.8% |
| 3Y | +235.9% | +73.4% | +162.6% | +2.3% |
| All | +444.8% | +57.0% | +387.7% | +146.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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