+2,788.3%
NVDL vs VCIT
+18.7%
+2,769.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.7% |
| 7D | +11.7% | -0.3% | +12.0% | +12.3% |
| 30D | +7.8% | -0.8% | +8.6% | +9.2% |
| 3M | +3.3% | -1.0% | +4.3% | +5.1% |
| 6M | +38.9% | -1.8% | +40.7% | +42.9% |
| YTD | +28.5% | -0.7% | +29.2% | +30.5% |
| 1Y | +40.6% | +1.0% | +39.6% | +39.9% |
| 3Y | +648.7% | +18.8% | +629.8% | +491.5% |
| All | +2,788.3% | +18.7% | +2,769.6% | +2,055.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling