-99.8%
NVDS vs VT
+96.9%
-196.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -4.1% | +17.8% | +2.4% |
| 7D | +24.8% | -4.2% | +29.0% | +11.9% |
| 30D | +46.7% | -5.8% | +52.5% | +26.1% |
| 3M | +25.1% | -5.2% | +30.3% | +10.3% |
| 6M | -1.0% | +0.1% | -1.1% | +5.1% |
| YTD | -13.6% | +8.2% | -21.8% | +17.2% |
| 1Y | -9.5% | +10.1% | -19.6% | +30.3% |
| 3Y | -93.6% | +69.7% | -163.3% | -60.5% |
| All | -99.8% | +96.9% | -196.7% | -97.9% |
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