-20.1%
NVDL vs VLTO
+18.3%
-38.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.6% | -6.7% | -5.9% |
| 7D | -14.0% | +13.8% | -27.9% | -10.3% |
| 30D | -31.2% | +21.2% | -52.4% | -27.4% |
| 3M | -15.5% | +21.5% | -37.0% | -10.8% |
| 6M | -10.3% | +33.0% | -43.3% | -4.8% |
| YTD | -5.8% | +17.8% | -23.6% | +1.3% |
| 1Y | -20.1% | +18.1% | -38.2% | -13.7% |
| All | -20.1% | +18.3% | -38.4% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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