+441.8%
NVDX vs VLTO
+69.5%
+372.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.7% | +4.9% |
| 7D | -18.2% | +5.4% | -23.6% | -20.0% |
| 30D | -40.2% | +22.3% | -62.5% | -45.9% |
| 3M | -32.6% | +19.6% | -52.2% | -38.5% |
| 6M | -30.6% | +35.2% | -65.7% | -42.2% |
| YTD | -22.3% | +17.9% | -40.2% | -28.6% |
| 1Y | -27.1% | +19.5% | -46.6% | -34.4% |
| 3Y | +441.8% | +73.9% | +367.9% | +415.8% |
| All | +441.8% | +69.5% | +372.3% | +415.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling