+777.0%
NVDL vs VLTO
+27.2%
+749.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.5% |
| 7D | +11.7% | -2.3% | +14.0% | +13.1% |
| 30D | +7.8% | -0.9% | +8.7% | +8.2% |
| 3M | +3.3% | +13.8% | -10.5% | -6.3% |
| 6M | +38.9% | +2.0% | +36.9% | +35.9% |
| YTD | +28.5% | -3.2% | +31.7% | +30.1% |
| 1Y | +40.6% | -9.2% | +49.8% | +48.7% |
| All | +777.0% | +27.2% | +749.8% | +703.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling