+1,323.1%
NVDL vs RACE
+82.8%
+1,240.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -2.5% | -6.5% | -7.1% |
| 7D | -17.5% | -4.0% | -13.5% | -14.8% |
| 30D | -49.2% | +3.5% | -52.8% | -50.5% |
| 3M | -49.0% | -0.4% | -48.5% | -49.0% |
| 6M | -50.9% | +23.2% | -74.1% | -58.9% |
| YTD | -36.7% | +11.0% | -47.7% | -43.6% |
| 1Y | -43.0% | -2.2% | -40.8% | -43.3% |
| 3Y | +281.1% | +22.5% | +258.6% | +171.2% |
| All | +1,323.1% | +82.8% | +1,240.2% | +368.7% |
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