+60.2%
NVDG vs VT
+35.8%
+24.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -2.5% |
| 7D | +7.1% | +1.0% | +6.1% | +3.5% |
| 30D | -1.1% | -0.2% | -0.9% | +0.4% |
| 3M | +9.0% | +4.5% | +4.5% | -4.8% |
| 6M | +40.4% | +14.1% | +26.4% | -9.3% |
| YTD | +21.8% | +14.8% | +7.1% | -22.9% |
| 1Y | +38.3% | +21.2% | +17.1% | -27.8% |
| All | +60.2% | +35.8% | +24.3% | -32.4% |
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 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