-20.1%
NVDL vs VG
+47.2%
-67.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -7.7% | +1.6% | -6.2% |
| 7D | -14.0% | -16.4% | +2.3% | -14.3% |
| 30D | -31.2% | -10.8% | -20.4% | -31.3% |
| 3M | -15.5% | -6.3% | -9.2% | -15.4% |
| 6M | -10.3% | -12.5% | +2.2% | -9.8% |
| YTD | -5.8% | +76.9% | -82.7% | -24.4% |
| 1Y | -20.1% | +51.8% | -71.9% | -33.2% |
| All | -20.1% | +47.2% | -67.3% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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