+649.9%
NVDL vs VTV
+67.6%
+582.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -1.9% |
| 7D | -10.3% | -1.1% | -9.2% | -7.9% |
| 30D | -7.1% | -1.0% | -6.1% | -4.9% |
| 3M | +6.6% | +4.6% | +1.9% | -4.4% |
| 6M | +21.1% | +13.5% | +7.6% | -9.9% |
| YTD | +15.2% | +18.5% | -3.3% | -22.7% |
| 1Y | +18.8% | +22.9% | -4.1% | -27.8% |
| 3Y | +649.9% | +67.8% | +582.1% | +171.2% |
| All | +649.9% | +67.6% | +582.3% | +171.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 3y: compounded portfolio wealth divided by compounded VTV 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…
3y analysis · Full analysis span regression · 6 months rolling