+128,650.2%
NVDA vs VTV
+706.8%
+127,943.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -1.4% |
| 7D | -4.3% | -2.1% | -2.3% | -1.7% |
| 30D | +0.5% | -1.3% | +1.8% | +2.3% |
| 3M | +9.1% | +5.6% | +3.4% | +1.4% |
| 6M | +18.5% | +12.4% | +6.1% | +1.6% |
| YTD | +17.4% | +17.6% | -0.3% | -5.3% |
| 1Y | +23.4% | +23.5% | -0.1% | -6.9% |
| 3Y | +380.6% | +67.0% | +313.6% | +146.0% |
| 5Y | +875.7% | +80.5% | +795.2% | +375.9% |
| 10Y | +14,854.2% | +230.6% | +14,623.6% | +3,332.1% |
| All | +128,650.2% | +706.8% | +127,943.4% | +7,776.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling