+471.1%
VST vs NVDL
+1,369.5%
-898.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -10.9% | +8.9% | +0.9% |
| 7D | -6.0% | -34.5% | +28.5% | +4.8% |
| 30D | -18.8% | -47.7% | +28.9% | -3.8% |
| 3M | -8.0% | -43.9% | +35.9% | +6.1% |
| 6M | -10.9% | -46.4% | +35.5% | +1.6% |
| YTD | -18.3% | -34.3% | +16.0% | -13.6% |
| 1Y | -29.9% | -44.0% | +14.1% | -22.9% |
| 3Y | +290.3% | +295.7% | -5.4% | +218.9% |
| All | +471.1% | +1,369.5% | -898.4% | +312.1% |
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