+314.9%
NVDL vs VLTO
+56.4%
+258.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.3% |
| 7D | -24.8% | +1.0% | -25.8% | -25.1% |
| 30D | -48.0% | +17.5% | -65.5% | -52.0% |
| 3M | -51.5% | +21.4% | -72.9% | -56.1% |
| 6M | -54.9% | +38.1% | -93.1% | -62.9% |
| YTD | -39.2% | +19.0% | -58.2% | -44.6% |
| 1Y | -41.1% | +20.7% | -61.8% | -47.3% |
| 3Y | +262.9% | +64.3% | +198.6% | +189.6% |
| All | +314.9% | +56.4% | +258.5% | +242.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling