+29.3%
V vs NVDL
-23.5%
+52.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -6.1% | +9.9% | +3.6% |
| 7D | +9.0% | -14.0% | +23.0% | +8.4% |
| 30D | +18.1% | -31.2% | +49.3% | +16.6% |
| 3M | +18.3% | -15.5% | +33.8% | +17.9% |
| 6M | +34.1% | -10.3% | +44.4% | +33.8% |
| YTD | +25.2% | -5.8% | +31.0% | +24.0% |
| 1Y | +29.3% | -20.1% | +49.4% | +27.7% |
| All | +29.3% | -23.5% | +52.8% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling