+2,622.7%
NVDL vs ROIV
+476.7%
+2,146.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -2.0% |
| 7D | -0.8% | +22.3% | -23.2% | -7.5% |
| 30D | +3.4% | +16.9% | -13.4% | -1.9% |
| 3M | +8.1% | +43.9% | -35.8% | -4.0% |
| 6M | +31.9% | +41.6% | -9.7% | +17.4% |
| YTD | +21.1% | +92.7% | -71.6% | -1.7% |
| 1Y | +34.0% | +210.2% | -176.1% | -5.6% |
| 3Y | +677.9% | +231.8% | +446.1% | +417.8% |
| All | +2,622.7% | +476.7% | +2,146.0% | +1,629.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling