+3.8%
NVDG vs VT
+28.4%
-24.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +4.9% | +4.3% |
| 7D | -18.0% | -2.3% | -15.6% | -9.9% |
| 30D | -40.9% | -5.0% | -36.0% | -27.7% |
| 3M | -33.0% | -4.9% | -28.1% | -17.4% |
| 6M | -30.8% | -1.5% | -29.2% | -22.6% |
| YTD | -21.1% | +8.5% | -29.6% | -37.6% |
| 1Y | -25.2% | +11.4% | -36.6% | -46.2% |
| All | +3.8% | +28.4% | -24.6% | -45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling