-99.1%
NVDQ vs VT
+69.7%
-168.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.2% | -5.9% | -4.7% |
| 7D | +16.5% | -2.3% | +18.8% | +7.6% |
| 30D | +53.2% | -5.0% | +58.1% | +28.5% |
| 3M | +21.5% | -4.9% | +26.4% | +4.0% |
| 6M | -3.3% | -1.5% | -1.7% | -0.8% |
| YTD | -31.4% | +8.5% | -39.9% | +9.0% |
| 1Y | -33.6% | +11.4% | -45.0% | +19.9% |
| 3Y | -99.1% | +70.1% | -169.2% | -87.3% |
| All | -99.1% | +69.7% | -168.8% | -87.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling