+60.7%
NVDW vs VT
+33.6%
+27.0%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.1% |
| 7D | +3.6% | +1.0% | +2.6% | +1.5% |
| 30D | -0.3% | -0.2% | 0.0% | +0.5% |
| 3M | +7.3% | +4.5% | +2.7% | -1.7% |
| 6M | +28.3% | +14.1% | +14.2% | -2.3% |
| YTD | +20.2% | +14.8% | +5.4% | -9.7% |
| 1Y | +33.8% | +21.2% | +12.6% | -10.7% |
| All | +60.7% | +33.6% | +27.0% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling