-44.6%
VG vs NVD
-68.6%
+24.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.9% | -4.8% | -0.1% |
| 7D | +14.0% | +28.6% | -14.7% | +20.2% |
| 30D | -1.0% | +73.6% | -74.6% | +12.3% |
| 3M | -2.7% | +70.1% | -72.8% | +10.7% |
| 6M | +1.5% | +53.6% | -52.1% | +14.6% |
| YTD | +93.7% | -7.0% | +100.7% | +91.4% |
| 1Y | +68.5% | -9.0% | +77.5% | +66.9% |
| All | -44.6% | -68.6% | +24.0% | -57.0% |
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