-10.1%
NVDY vs VT
+12.5%
-22.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.0% |
| 7D | -17.2% | -0.1% | -17.1% | -16.8% |
| 30D | -24.4% | -3.1% | -21.3% | -20.9% |
| 3M | -20.1% | -3.5% | -16.6% | -15.9% |
| 6M | -19.0% | +0.5% | -19.5% | -18.6% |
| YTD | -8.3% | +10.8% | -19.1% | -18.5% |
| 1Y | -10.1% | +11.9% | -22.0% | -21.0% |
| All | -10.1% | +12.5% | -22.5% | -21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling