+73.0%
VT vs NVD
-98.5%
+171.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +10.9% | -11.3% | +0.6% |
| 7D | -0.1% | +43.9% | -44.0% | +3.7% |
| 30D | -3.1% | +74.0% | -77.1% | +2.7% |
| 3M | -3.5% | +48.3% | -51.8% | +1.1% |
| 6M | +0.5% | +30.3% | -29.9% | +5.0% |
| YTD | +10.8% | -12.9% | +23.6% | +12.5% |
| 1Y | +11.9% | -4.0% | +15.9% | +15.0% |
| 3Y | +73.0% | -98.5% | +171.4% | +41.0% |
| All | +73.0% | -98.5% | +171.5% | +41.0% |
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