+1.0%
NVDA vs VTV
+28.2%
-27.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.5% | -4.7% | -4.1% |
| 7D | -7.1% | +1.8% | -8.9% | -8.2% |
| 30D | -16.2% | +6.0% | -22.2% | -19.8% |
| 3M | -5.5% | +3.7% | -9.1% | -7.9% |
| 6M | +1.1% | +13.9% | -12.9% | -8.4% |
| YTD | +7.6% | +22.8% | -15.2% | -6.0% |
| 1Y | +1.0% | +27.9% | -26.9% | -12.0% |
| All | +1.0% | +28.2% | -27.3% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling