+300.6%
NVDU vs VT
+71.8%
+228.8%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.1% | +4.8% | +1.6% |
| 7D | -26.1% | -0.7% | -25.4% | -23.7% |
| 30D | -43.1% | -1.7% | -41.3% | -38.6% |
| 3M | -40.2% | -2.3% | -37.9% | -33.6% |
| 6M | -45.0% | +1.5% | -46.6% | -45.8% |
| YTD | -30.0% | +12.0% | -42.0% | -52.7% |
| 1Y | -36.8% | +12.9% | -49.7% | -58.3% |
| 3Y | +272.9% | +74.9% | +197.9% | -27.2% |
| All | +300.6% | +71.8% | +228.8% | -18.2% |
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