+2,490.2%
NVDL vs VEU
+81.4%
+2,408.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -3.0% |
| 7D | -10.3% | -1.4% | -8.9% | -6.7% |
| 30D | -7.1% | -0.4% | -6.7% | -5.6% |
| 3M | +6.6% | +2.5% | +4.0% | +1.2% |
| 6M | +21.1% | +11.1% | +9.9% | -7.2% |
| YTD | +15.2% | +16.5% | -1.3% | -23.5% |
| 1Y | +18.8% | +22.9% | -4.1% | -31.7% |
| 3Y | +649.9% | +73.4% | +576.5% | +94.1% |
| All | +2,490.2% | +81.4% | +2,408.8% | +502.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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