+324.6%
ROIV vs NVDX
+833.4%
-508.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -3.9% | +22.7% | +19.1% |
| 7D | +20.2% | +7.3% | +12.9% | +19.3% |
| 30D | +14.1% | -0.9% | +15.1% | +14.0% |
| 3M | +45.6% | +8.4% | +37.2% | +43.7% |
| 6M | +44.1% | +38.2% | +6.0% | +38.5% |
| YTD | +91.2% | +19.3% | +71.9% | +85.3% |
| 1Y | +221.3% | +33.3% | +188.0% | +206.7% |
| All | +324.6% | +833.4% | -508.8% | +250.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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