+573.1%
VRT vs NVD
-99.1%
+672.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.9% | -11.5% | -8.8% |
| 7D | +2.4% | +0.5% | +1.9% | +2.8% |
| 30D | -2.7% | -9.3% | +6.6% | -5.2% |
| 3M | -9.2% | -22.1% | +12.9% | -13.9% |
| 6M | -0.5% | -45.8% | +45.3% | -16.4% |
| YTD | +62.3% | -46.7% | +109.1% | +40.0% |
| 1Y | +109.6% | -59.5% | +169.0% | +69.6% |
| All | +573.1% | -99.1% | +672.2% | +115.5% |
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