+56.2%
V vs NVD
-99.2%
+155.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.3% |
| 7D | -2.9% | +0.5% | -3.4% | -2.9% |
| 30D | +1.9% | -9.3% | +11.2% | +1.7% |
| 3M | +13.2% | -22.1% | +35.3% | +12.7% |
| 6M | +16.7% | -45.8% | +62.5% | +14.8% |
| YTD | +5.4% | -46.7% | +52.1% | +3.8% |
| 1Y | +7.7% | -59.5% | +67.1% | +5.0% |
| 3Y | +52.0% | -99.2% | +151.2% | +21.3% |
| All | +56.2% | -99.2% | +155.4% | +24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling