+806.2%
NVDX vs VIG
+59.6%
+746.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -4.0% | -3.0% |
| 7D | -8.6% | -2.2% | -6.4% | -1.8% |
| 30D | -1.4% | -3.2% | +1.8% | +9.1% |
| 3M | +10.6% | +3.0% | +7.6% | 0.0% |
| 6M | +20.2% | +8.1% | +12.0% | -6.7% |
| YTD | +11.8% | +9.1% | +2.7% | -15.3% |
| 1Y | +12.9% | +12.6% | +0.3% | -23.4% |
| All | +806.2% | +59.6% | +746.6% | +134.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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