+2,622.7%
NVDL vs LII
+43.7%
+2,579.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -0.1% |
| 7D | -0.8% | +0.5% | -1.3% | -1.1% |
| 30D | +3.4% | -11.2% | +14.6% | +12.0% |
| 3M | +8.1% | -28.8% | +36.9% | +34.0% |
| 6M | +31.9% | -26.9% | +58.8% | +58.2% |
| YTD | +21.1% | -22.2% | +43.3% | +34.3% |
| 1Y | +34.0% | -32.0% | +66.0% | +63.8% |
| 3Y | +677.9% | -0.4% | +678.4% | +597.8% |
| All | +2,622.7% | +43.7% | +2,579.0% | +1,590.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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