+327.9%
VST vs NVDX
+454.9%
-127.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -8.7% | +16.0% | +10.0% |
| 7D | -0.5% | -23.4% | +22.8% | +7.6% |
| 30D | -17.1% | -41.5% | +24.4% | -2.5% |
| 3M | -4.6% | -41.1% | +36.5% | +10.8% |
| 6M | -9.1% | -40.9% | +31.8% | +2.7% |
| YTD | -16.6% | -29.1% | +12.5% | -13.4% |
| 1Y | -29.5% | -33.5% | +4.0% | -25.9% |
| 3Y | +297.5% | +369.1% | -71.6% | +184.9% |
| All | +327.9% | +454.9% | -127.0% | +197.3% |
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