-99.8%
NVDS vs VT
+109.8%
-209.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.3% |
| 7D | -8.5% | +0.4% | -8.9% | -7.2% |
| 30D | -9.5% | +1.0% | -10.4% | -6.4% |
| 3M | -13.5% | +2.4% | -15.9% | -4.8% |
| 6M | -37.2% | +12.0% | -49.2% | -9.3% |
| YTD | -37.4% | +15.3% | -52.8% | -0.5% |
| 1Y | -47.4% | +22.6% | -70.0% | +1.6% |
| 3Y | -95.0% | +74.7% | -169.6% | -66.5% |
| All | -99.8% | +109.8% | -209.7% | -98.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling