-20.1%
NVDL vs VSH
+62.1%
-82.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -5.1% | -1.0% | -3.8% |
| 7D | -14.0% | -13.6% | -0.4% | -8.1% |
| 30D | -31.2% | -30.4% | -0.8% | -19.5% |
| 3M | -15.5% | -33.3% | +17.8% | -1.1% |
| 6M | -10.3% | -15.1% | +4.8% | -10.8% |
| YTD | -5.8% | +80.2% | -86.0% | -41.4% |
| 1Y | -20.1% | +63.4% | -83.4% | -47.5% |
| All | -20.1% | +62.1% | -82.1% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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