+368.5%
NVDY vs VT
+86.1%
+282.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +4.8% | +0.4% | +4.3% | +4.1% |
| 30D | +4.9% | +1.0% | +3.9% | +3.4% |
| 3M | +5.6% | +2.4% | +3.2% | +2.0% |
| 6M | +20.1% | +12.0% | +8.1% | +0.5% |
| YTD | +20.9% | +15.3% | +5.6% | -3.6% |
| 1Y | +30.9% | +22.6% | +8.3% | -5.6% |
| 3Y | +236.2% | +74.7% | +161.6% | +47.3% |
| All | +368.5% | +86.1% | +282.4% | +88.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling