+33.3%
NVDX vs VLTO
-9.1%
+42.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.1% | -4.1% |
| 7D | +7.3% | -1.6% | +8.9% | +7.0% |
| 30D | -0.9% | -2.9% | +1.9% | -1.4% |
| 3M | +8.4% | +12.7% | -4.3% | +9.3% |
| 6M | +38.2% | +1.6% | +36.6% | +38.9% |
| YTD | +19.3% | -4.0% | +23.2% | +19.4% |
| 1Y | +33.3% | -10.2% | +43.4% | +35.3% |
| All | +33.3% | -9.1% | +42.4% | +35.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling