+649.9%
NVDL vs VIG
+55.8%
+594.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -2.4% |
| 7D | -10.3% | -1.1% | -9.3% | -7.2% |
| 30D | -7.1% | -2.7% | -4.4% | +1.0% |
| 3M | +6.6% | +2.5% | +4.0% | -2.0% |
| 6M | +21.1% | +9.2% | +11.8% | -8.5% |
| YTD | +15.2% | +9.8% | +5.4% | -14.1% |
| 1Y | +18.8% | +12.4% | +6.4% | -18.0% |
| 3Y | +649.9% | +55.9% | +594.0% | +130.8% |
| All | +649.9% | +55.8% | +594.1% | +130.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling