+22.5%
TRV vs NVDL
+26.0%
-3.5%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.7% | +5.2% | +0.2% |
| 7D | -1.5% | -8.7% | +7.2% | -2.1% |
| 30D | -1.8% | -1.3% | -0.5% | -1.7% |
| 3M | +21.6% | +11.4% | +10.2% | +23.6% |
| 6M | +22.5% | +22.9% | -0.4% | +24.0% |
| All | +22.5% | +26.0% | -3.5% | +24.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling