+114.7%
TRV vs NVDL
+2,476.2%
-2,361.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | +1.9% | -10.3% | +12.3% | +1.8% |
| 30D | +1.7% | -7.1% | +8.8% | +1.7% |
| 3M | +23.9% | +6.6% | +17.3% | +24.1% |
| 6M | +26.3% | +21.1% | +5.2% | +26.6% |
| YTD | +30.8% | +15.2% | +15.6% | +31.1% |
| 1Y | +36.3% | +18.8% | +17.5% | +36.6% |
| 3Y | +145.0% | +649.9% | -504.9% | +143.5% |
| All | +114.7% | +2,476.2% | -2,361.5% | +115.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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