+23.6%
VCIT vs NVDX
+454.9%
-431.3%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -8.7% | +8.8% | +0.1% |
| 7D | +0.7% | -23.4% | +24.1% | +0.8% |
| 30D | +1.8% | -41.5% | +43.3% | +2.0% |
| 3M | -1.6% | -41.1% | +39.5% | -1.3% |
| 6M | -2.1% | -40.9% | +38.8% | -1.9% |
| YTD | -1.6% | -29.1% | +27.5% | -1.5% |
| 1Y | -0.8% | -33.5% | +32.7% | -0.7% |
| 3Y | +19.9% | +369.1% | -349.2% | +16.0% |
| All | +23.6% | +454.9% | -431.3% | +18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling