-49.4%
VG vs NVDX
-33.2%
-16.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -11.0% | +12.7% | +4.0% |
| 7D | -7.7% | -34.6% | +26.9% | +0.4% |
| 30D | -8.8% | -47.9% | +39.1% | +3.8% |
| 3M | -15.6% | -44.4% | +28.8% | -6.2% |
| 6M | +5.2% | -47.3% | +52.6% | +15.2% |
| YTD | +76.9% | -36.9% | +113.8% | +75.9% |
| 1Y | +42.5% | -46.8% | +89.3% | +50.2% |
| All | -49.4% | -33.2% | -16.2% | -59.1% |
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