+18.8%
NVDL vs VSH
+119.5%
-100.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.1% | -6.3% | -2.9% |
| 7D | -10.3% | +4.8% | -15.1% | -12.2% |
| 30D | -7.1% | -0.7% | -6.4% | -6.8% |
| 3M | +6.6% | -43.1% | +49.6% | +34.2% |
| 6M | +21.1% | +91.8% | -70.7% | -26.1% |
| YTD | +15.2% | +131.6% | -116.4% | -36.6% |
| 1Y | +18.8% | +118.1% | -99.3% | -30.3% |
| All | +18.8% | +119.5% | -100.7% | -30.3% |
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