+68.8%
VT vs NVD
-98.8%
+167.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +18.7% | -22.7% | -2.2% |
| 7D | -4.2% | +33.7% | -37.9% | -1.1% |
| 30D | -5.8% | +65.8% | -71.6% | -0.6% |
| 3M | -5.2% | +31.8% | -37.1% | -1.8% |
| 6M | +0.1% | -5.9% | +6.0% | +1.5% |
| YTD | +8.2% | -23.5% | +31.7% | +8.5% |
| 1Y | +10.1% | -20.0% | +30.1% | +11.3% |
| 3Y | +69.7% | -98.8% | +168.4% | +27.9% |
| All | +68.8% | -98.8% | +167.6% | +27.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling