+702.7%
NVDL vs ROIV
+227.9%
+474.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +18.8% | -22.8% | -11.9% |
| 7D | +7.3% | +20.2% | -12.9% | -2.1% |
| 30D | -0.7% | +14.1% | -14.8% | -7.0% |
| 3M | +9.5% | +45.6% | -36.1% | -8.4% |
| 6M | +41.6% | +44.1% | -2.5% | +18.5% |
| YTD | +23.3% | +91.2% | -67.8% | -9.6% |
| 1Y | +40.3% | +221.3% | -181.0% | -20.7% |
| All | +702.7% | +227.9% | +474.8% | +309.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling