-83.9%
NVDD vs VT
+69.7%
-153.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.3% |
| 7D | +8.6% | -2.3% | +10.9% | +4.1% |
| 30D | +25.6% | -5.0% | +30.5% | +14.5% |
| 3M | +14.8% | -4.9% | +19.7% | +5.3% |
| 6M | +6.2% | -1.5% | +7.8% | +5.8% |
| YTD | -6.3% | +8.5% | -14.8% | +15.4% |
| 1Y | -6.2% | +11.4% | -17.5% | +22.9% |
| 3Y | -83.9% | +70.1% | -154.0% | -47.7% |
| All | -83.9% | +69.7% | -153.7% | -47.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling