+373.9%
NVDX vs VT
+77.3%
+296.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -2.9% |
| 7D | -24.7% | +2.4% | -27.1% | -32.0% |
| 30D | -48.2% | -1.5% | -46.7% | -44.7% |
| 3M | -51.9% | -4.1% | -47.8% | -42.3% |
| 6M | -55.6% | +0.6% | -56.2% | -54.7% |
| YTD | -41.5% | +11.0% | -52.6% | -59.9% |
| 1Y | -44.0% | +13.3% | -57.3% | -64.7% |
| 3Y | +262.2% | +73.4% | +188.8% | -40.5% |
| All | +373.9% | +77.3% | +296.6% | -28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling