-38.5%
NVDB vs VT
+13.0%
-51.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.6% | -11.4% | -16.7% |
| 7D | -23.3% | +0.4% | -23.6% | -23.8% |
| 30D | -41.3% | -2.6% | -38.8% | -35.4% |
| 3M | -40.8% | -3.2% | -37.5% | -32.8% |
| 6M | -40.2% | +0.9% | -41.1% | -38.3% |
| YTD | -27.5% | +11.3% | -38.8% | -43.1% |
| All | -38.5% | +13.0% | -51.5% | -52.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling