+866.8%
NVDX vs VLTO
+34.7%
+832.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.1% | -3.5% |
| 7D | +7.3% | -1.6% | +8.9% | +8.2% |
| 30D | -0.9% | -2.9% | +1.9% | +0.5% |
| 3M | +8.4% | +12.7% | -4.3% | -1.2% |
| 6M | +38.2% | +1.6% | +36.6% | +35.3% |
| YTD | +19.3% | -4.0% | +23.2% | +21.5% |
| 1Y | +33.3% | -10.2% | +43.4% | +42.4% |
| All | +866.8% | +34.7% | +832.1% | +782.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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