-5.0%
NVDG vs VT
+31.7%
-36.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +2.6% | -11.0% | -17.6% |
| 7D | -22.9% | +0.4% | -23.2% | -24.2% |
| 30D | -41.1% | -2.6% | -38.5% | -34.9% |
| 3M | -41.4% | -3.2% | -38.1% | -33.0% |
| 6M | -40.6% | +0.9% | -41.6% | -40.0% |
| YTD | -27.7% | +11.3% | -39.0% | -48.5% |
| 1Y | -31.4% | +14.0% | -45.4% | -55.1% |
| All | -5.0% | +31.7% | -36.7% | -54.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling