+803.3%
NVDX vs VYM
+70.7%
+732.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -2.0% |
| 7D | -10.2% | -0.8% | -9.4% | -8.3% |
| 30D | -7.3% | -2.2% | -5.1% | -2.0% |
| 3M | +5.5% | +3.1% | +2.5% | -2.1% |
| 6M | +18.3% | +9.7% | +8.6% | -6.0% |
| YTD | +11.4% | +14.9% | -3.4% | -20.9% |
| 1Y | +12.7% | +17.6% | -4.9% | -25.1% |
| All | +803.3% | +70.7% | +732.7% | +231.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling