+2,490.2%
NVDL vs RACE
+86.6%
+2,403.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.4% | -1.1% |
| 7D | -10.3% | +0.9% | -11.3% | -11.0% |
| 30D | -7.1% | +1.6% | -8.7% | -8.4% |
| 3M | +6.6% | +13.2% | -6.6% | -4.4% |
| 6M | +21.1% | +22.9% | -1.8% | +1.5% |
| YTD | +15.2% | +13.3% | +2.0% | +1.3% |
| 1Y | +18.8% | -12.7% | +31.5% | +27.8% |
| 3Y | +649.9% | +40.3% | +609.6% | +348.3% |
| All | +2,490.2% | +86.6% | +2,403.6% | +742.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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