+1,668.7%
VRT vs NVDL
+2,480.8%
-812.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.7% | -0.9% | -3.6% |
| 7D | -7.7% | -8.7% | +1.0% | -4.1% |
| 30D | -12.0% | -1.3% | -10.6% | -12.2% |
| 3M | -11.7% | +11.4% | -23.0% | -16.7% |
| 6M | -8.1% | +22.9% | -31.0% | -19.1% |
| YTD | +53.2% | +15.4% | +37.8% | +37.2% |
| 1Y | +81.7% | +18.8% | +62.9% | +58.4% |
| 3Y | +535.3% | +641.4% | -106.1% | +145.7% |
| All | +1,668.7% | +2,480.8% | -812.1% | +278.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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