+2,622.7%
NVDL vs VOO
+95.8%
+2,526.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | 0.0% |
| 7D | -0.8% | -0.4% | -0.5% | +0.7% |
| 30D | +3.4% | -1.4% | +4.8% | +9.9% |
| 3M | +8.1% | +3.7% | +4.4% | -4.0% |
| 6M | +31.9% | +13.0% | +18.8% | -14.5% |
| YTD | +21.1% | +12.4% | +8.7% | -18.4% |
| 1Y | +34.0% | +18.6% | +15.4% | -25.3% |
| 3Y | +677.9% | +78.1% | +599.9% | +46.3% |
| All | +2,622.7% | +95.8% | +2,526.9% | +273.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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