+2,622.7%
NVDL vs VIG
+59.1%
+2,563.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -0.2% |
| 7D | -0.8% | -1.2% | +0.3% | +2.8% |
| 30D | +3.4% | -2.8% | +6.2% | +12.4% |
| 3M | +8.1% | +2.5% | +5.7% | +0.2% |
| 6M | +31.9% | +8.1% | +23.8% | +4.2% |
| YTD | +21.1% | +9.6% | +11.5% | -7.8% |
| 1Y | +34.0% | +14.2% | +19.9% | -10.2% |
| 3Y | +677.9% | +56.1% | +621.8% | +146.8% |
| All | +2,622.7% | +59.1% | +2,563.6% | +696.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling