+562.0%
NVDU vs VT
+73.4%
+488.6%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.8% | -1.3% |
| 7D | -8.7% | -2.0% | -6.7% | -1.2% |
| 30D | -1.2% | -1.4% | +0.2% | +5.2% |
| 3M | +11.5% | +4.7% | +6.8% | -4.5% |
| 6M | +23.2% | +11.4% | +11.8% | -15.8% |
| YTD | +15.7% | +13.1% | +2.7% | -25.0% |
| 1Y | +18.8% | +19.0% | -0.2% | -36.5% |
| All | +562.0% | +73.4% | +488.6% | +29.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling