-23.9%
NVDX vs VYM
+21.8%
-45.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.2% | -7.4% | -8.2% |
| 7D | -14.1% | +1.2% | -15.2% | -15.8% |
| 30D | -31.3% | +5.2% | -36.6% | -37.6% |
| 3M | -16.2% | +0.5% | -16.7% | -16.7% |
| 6M | -11.9% | +7.7% | -19.6% | -22.5% |
| YTD | -9.4% | +17.2% | -26.6% | -30.1% |
| 1Y | -23.9% | +21.7% | -45.5% | -43.1% |
| All | -23.9% | +21.8% | -45.6% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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