+2,622.7%
NVDL vs FGI
-35.6%
+2,658.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.4% | -4.2% | -1.8% |
| 7D | -0.8% | +14.7% | -15.5% | -0.7% |
| 30D | +3.4% | +67.0% | -63.5% | +4.5% |
| 3M | +8.1% | +31.0% | -22.9% | +8.8% |
| 6M | +31.9% | +126.8% | -94.9% | +34.8% |
| YTD | +21.1% | +35.6% | -14.5% | +22.8% |
| 1Y | +34.0% | +108.9% | -74.9% | +40.6% |
| 3Y | +677.9% | -0.3% | +678.2% | +742.9% |
| All | +2,622.7% | -35.6% | +2,658.3% | +3,142.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 10y: compounded portfolio wealth divided by compounded FGI 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…
10y analysis · Full analysis span regression · 6 months rolling