+18.8%
NVDL vs ROIV
+195.2%
-176.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -10.3% | +16.9% | -27.2% | -15.5% |
| 30D | -7.1% | +12.9% | -20.0% | -11.0% |
| 3M | +6.6% | +37.3% | -30.7% | -5.3% |
| 6M | +21.1% | +38.0% | -16.9% | +6.8% |
| YTD | +15.2% | +88.1% | -72.9% | -8.8% |
| 1Y | +18.8% | +183.3% | -164.5% | +20.1% |
| All | +18.8% | +195.2% | -176.4% | +20.1% |
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