+2,490.2%
NVDL vs RVMD
+730.4%
+1,759.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -10.3% | -3.0% | -7.3% | -9.7% |
| 30D | -7.1% | -0.7% | -6.4% | -6.9% |
| 3M | +6.6% | +36.5% | -30.0% | -0.1% |
| 6M | +21.1% | +104.6% | -83.5% | +3.2% |
| YTD | +15.2% | +155.8% | -140.6% | -7.6% |
| 1Y | +18.8% | +340.7% | -321.9% | -16.1% |
| 3Y | +649.9% | +519.9% | +130.0% | +408.7% |
| All | +2,490.2% | +730.4% | +1,759.8% | +1,549.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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