+67.4%
NVDG vs VT
+36.5%
+30.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.3% |
| 7D | +11.7% | +0.4% | +11.3% | +10.1% |
| 30D | +7.0% | +1.0% | +6.1% | +4.2% |
| 3M | +2.8% | +2.4% | +0.4% | -2.6% |
| 6M | +38.0% | +12.0% | +26.0% | -4.4% |
| YTD | +27.3% | +15.3% | +12.0% | -20.9% |
| 1Y | +38.7% | +22.6% | +16.1% | -30.7% |
| All | +67.4% | +36.5% | +30.9% | -30.7% |
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 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