+52.5%
V vs NVD
-99.2%
+151.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.9% | -5.6% | -1.6% |
| 7D | -1.1% | -7.7% | +6.6% | -1.3% |
| 30D | +1.9% | -5.8% | +7.7% | +1.8% |
| 3M | +15.5% | -23.2% | +38.7% | +14.9% |
| 6M | +16.6% | -49.7% | +66.3% | +14.4% |
| YTD | +5.7% | -47.7% | +53.4% | +4.1% |
| 1Y | +8.6% | -61.3% | +69.9% | +5.7% |
| 3Y | +52.5% | -99.2% | +151.7% | +20.2% |
| All | +52.5% | -99.2% | +151.7% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 3y: compounded portfolio wealth divided by compounded NVD 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…
3y analysis · Full analysis span regression · 6 months rolling