+314.7%
NVDX vs VT
+75.6%
+239.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.1% | +4.9% | +1.6% |
| 7D | -26.1% | -0.7% | -25.4% | -23.7% |
| 30D | -43.3% | -1.7% | -41.5% | -38.9% |
| 3M | -41.0% | -2.3% | -38.7% | -34.4% |
| 6M | -46.3% | +1.5% | -47.8% | -47.3% |
| YTD | -33.1% | +12.0% | -45.1% | -55.8% |
| 1Y | -40.1% | +12.9% | -53.0% | -61.5% |
| All | +314.7% | +75.6% | +239.1% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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