+123.4%
VRT vs NVD
-61.9%
+185.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.4% | +5.7% | +3.7% |
| 7D | +9.1% | -11.1% | +20.2% | +3.8% |
| 30D | +0.9% | -13.3% | +14.2% | -3.5% |
| 3M | -13.4% | -19.8% | +6.4% | -16.7% |
| 6M | +11.7% | -48.8% | +60.5% | -10.6% |
| YTD | +73.2% | -49.7% | +122.9% | +41.5% |
| 1Y | +123.4% | -61.4% | +184.8% | +64.3% |
| All | +123.4% | -61.9% | +185.3% | +64.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling