+687.9%
NVDL vs VLTO
+23.4%
+664.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.3% | -3.4% | -4.0% |
| 7D | -8.7% | -4.5% | -4.2% | -6.3% |
| 30D | -1.3% | -4.6% | +3.3% | +1.1% |
| 3M | +11.4% | +13.3% | -1.9% | +1.0% |
| 6M | +22.9% | +2.1% | +20.8% | +19.6% |
| YTD | +15.4% | -6.1% | +21.5% | +18.9% |
| 1Y | +18.8% | -11.4% | +30.1% | +27.1% |
| All | +687.9% | +23.4% | +664.4% | +633.8% |
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