+225.7%
VIK vs NVDX
+162.6%
+63.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.2% |
| 7D | -0.9% | -10.2% | +9.3% | +0.8% |
| 30D | -18.4% | -7.3% | -11.1% | -17.7% |
| 3M | -8.8% | +5.5% | -14.3% | -10.7% |
| 6M | +17.1% | +18.3% | -1.1% | +11.4% |
| YTD | +19.0% | +11.4% | +7.6% | +13.4% |
| 1Y | +30.1% | +12.7% | +17.5% | +22.2% |
| All | +225.7% | +162.6% | +63.1% | +153.9% |
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