+40.6%
NVDL vs VCIT
+1.3%
+39.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.7% |
| 7D | +11.7% | -0.3% | +12.0% | +13.0% |
| 30D | +7.8% | -0.8% | +8.6% | +10.8% |
| 3M | +3.3% | -1.0% | +4.3% | +6.8% |
| 6M | +38.9% | -1.8% | +40.7% | +37.6% |
| YTD | +28.5% | -0.7% | +29.2% | +29.0% |
| 1Y | +40.6% | +1.0% | +39.6% | +50.9% |
| All | +40.6% | +1.3% | +39.3% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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