-20.1%
NVDL vs VTR
+22.5%
-42.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +2.5% | -8.6% | -5.2% |
| 7D | -14.0% | +10.0% | -24.1% | -11.3% |
| 30D | -31.2% | +9.6% | -40.8% | -29.1% |
| 3M | -15.5% | -1.2% | -14.3% | -14.7% |
| 6M | -10.3% | +2.8% | -13.1% | -4.9% |
| YTD | -5.8% | +17.4% | -23.2% | -4.3% |
| 1Y | -20.1% | +22.0% | -42.1% | -12.2% |
| All | -20.1% | +22.5% | -42.6% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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