+1,558.3%
NVDL vs VCIT
+18.1%
+1,540.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +0.1% | -8.8% | -8.8% |
| 7D | -23.4% | +0.7% | -24.1% | -24.2% |
| 30D | -41.3% | +1.8% | -43.1% | -43.0% |
| 3M | -40.6% | -1.1% | -39.5% | -39.6% |
| 6M | -39.8% | -1.7% | -38.1% | -38.2% |
| YTD | -26.2% | -1.1% | -25.1% | -24.6% |
| 1Y | -30.0% | -0.4% | -29.6% | -29.1% |
| 3Y | +364.0% | +20.5% | +343.5% | +259.9% |
| All | +1,558.3% | +18.1% | +1,540.2% | +1,144.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling