-38.0%
VG vs NVDX
+26.2%
-64.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.9% | +6.1% | +3.0% |
| 7D | -2.5% | +7.3% | -9.8% | -4.2% |
| 30D | +11.1% | -0.9% | +12.0% | +10.4% |
| 3M | +14.9% | +8.4% | +6.5% | +9.9% |
| 6M | +18.4% | +38.2% | -19.8% | +0.3% |
| YTD | +116.6% | +19.3% | +97.3% | +90.3% |
| 1Y | +9.4% | +33.3% | -23.9% | -9.5% |
| All | -38.0% | +26.2% | -64.3% | -55.7% |
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 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