+24.6%
VCIT vs NVDX
+833.4%
-808.8%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | -0.1% |
| 7D | +0.1% | +7.3% | -7.2% | 0.0% |
| 30D | -0.8% | -0.9% | +0.2% | -0.8% |
| 3M | -0.5% | +8.4% | -8.9% | -0.6% |
| 6M | -1.4% | +38.2% | -39.5% | -1.6% |
| YTD | -0.8% | +19.3% | -20.1% | -1.0% |
| 1Y | +0.3% | +33.3% | -32.9% | +0.1% |
| All | +24.6% | +833.4% | -808.8% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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