+2,490.2%
NVDL vs FTV
+6.9%
+2,483.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.5% |
| 7D | -10.3% | -4.0% | -6.4% | -6.7% |
| 30D | -7.1% | -11.0% | +3.9% | +3.6% |
| 3M | +6.6% | -8.4% | +15.0% | +14.2% |
| 6M | +21.1% | -2.6% | +23.6% | +21.5% |
| YTD | +15.2% | -0.6% | +15.8% | +8.4% |
| 1Y | +18.8% | +11.0% | +7.8% | -4.4% |
| 3Y | +649.9% | -6.3% | +656.2% | +681.3% |
| All | +2,490.2% | +6.9% | +2,483.3% | +2,095.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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