-20.1%
NVDL vs ROIV
+97.8%
-117.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +6.1% | -12.2% | -8.3% |
| 7D | -14.0% | +3.0% | -17.0% | -15.1% |
| 30D | -31.2% | +6.8% | -38.0% | -33.1% |
| 3M | -15.5% | +10.5% | -26.0% | -19.7% |
| 6M | -10.3% | +34.8% | -45.1% | -23.0% |
| YTD | -5.8% | +76.2% | -82.0% | -30.7% |
| 1Y | -20.1% | +92.4% | -112.5% | -41.7% |
| All | -20.1% | +97.8% | -117.9% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling