+2,490.2%
NVDL vs RRC
+55.6%
+2,434.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.4% |
| 7D | -10.3% | -1.8% | -8.5% | -9.7% |
| 30D | -7.1% | +2.7% | -9.8% | -8.2% |
| 3M | +6.6% | +8.8% | -2.3% | +1.9% |
| 6M | +21.1% | -1.2% | +22.2% | +19.2% |
| YTD | +15.2% | +17.6% | -2.4% | +3.8% |
| 1Y | +18.8% | +18.4% | +0.4% | +4.8% |
| 3Y | +649.9% | +33.1% | +616.8% | +566.3% |
| All | +2,490.2% | +55.6% | +2,434.5% | +2,073.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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