+1,716.9%
NVDL vs VT
+78.4%
+1,638.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.1% | +4.5% |
| 7D | -18.2% | -2.3% | -15.8% | -9.8% |
| 30D | -40.1% | -5.0% | -35.1% | -26.3% |
| 3M | -31.9% | -4.9% | -27.1% | -15.7% |
| 6M | -29.3% | -1.5% | -27.7% | -20.9% |
| YTD | -19.2% | +8.5% | -27.7% | -36.7% |
| 1Y | -23.3% | +11.4% | -34.7% | -45.3% |
| 3Y | +427.9% | +70.1% | +357.8% | +17.3% |
| All | +1,716.9% | +78.4% | +1,638.5% | +248.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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