+383.9%
VST vs NVDX
+833.4%
-449.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.9% | +5.5% | +2.8% |
| 7D | +9.9% | +7.3% | +2.6% | +7.5% |
| 30D | +7.9% | -0.9% | +8.8% | +7.2% |
| 3M | +3.4% | +8.4% | -5.0% | -1.4% |
| 6M | -4.1% | +38.2% | -42.3% | -17.7% |
| YTD | -5.7% | +19.3% | -25.0% | -16.2% |
| 1Y | -18.9% | +33.3% | -52.1% | -31.7% |
| All | +383.9% | +833.4% | -449.4% | +187.7% |
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