+1,266.3%
NVDL vs RACE
+85.4%
+1,181.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.4% | -5.4% | -5.0% |
| 7D | -24.8% | -1.2% | -23.6% | -24.0% |
| 30D | -48.0% | +6.1% | -54.2% | -50.4% |
| 3M | -51.5% | -0.3% | -51.3% | -51.7% |
| 6M | -54.9% | +23.4% | -78.4% | -62.3% |
| YTD | -39.2% | +12.5% | -51.8% | -46.5% |
| 1Y | -41.1% | -0.5% | -40.7% | -42.3% |
| 3Y | +262.9% | +23.6% | +239.3% | +157.4% |
| All | +1,266.3% | +85.4% | +1,181.0% | +345.2% |
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