+848.3%
NVDX vs VO
+64.2%
+784.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | +0.4% |
| 7D | -0.9% | -0.6% | -0.3% | +0.8% |
| 30D | +3.0% | -1.9% | +4.9% | +9.1% |
| 3M | +6.8% | +3.3% | +3.5% | -1.4% |
| 6M | +28.6% | +9.7% | +18.9% | +1.1% |
| YTD | +17.0% | +12.6% | +4.4% | -14.8% |
| 1Y | +27.0% | +13.6% | +13.4% | -10.6% |
| All | +848.3% | +64.2% | +784.1% | +232.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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