+803.3%
NVDX vs VCLT
+20.5%
+782.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | -10.2% | -1.4% | -8.9% | -8.7% |
| 30D | -7.3% | -1.2% | -6.2% | -5.9% |
| 3M | +5.5% | -4.8% | +10.3% | +11.9% |
| 6M | +18.3% | -2.6% | +20.9% | +23.0% |
| YTD | +11.4% | -3.3% | +14.8% | +16.8% |
| 1Y | +12.7% | -4.8% | +17.5% | +19.7% |
| All | +803.3% | +20.5% | +782.8% | +490.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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