-32.6%
NVDB vs VT
+10.1%
-42.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.4% | +4.9% |
| 7D | -18.3% | -2.3% | -15.9% | -10.8% |
| 30D | -40.1% | -5.0% | -35.1% | -28.0% |
| 3M | -32.1% | -4.9% | -27.2% | -17.8% |
| 6M | -30.0% | -1.5% | -28.4% | -21.2% |
| YTD | -20.5% | +8.5% | -29.0% | -31.7% |
| All | -32.6% | +10.1% | -42.7% | -43.4% |
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