+79.3%
VT vs NVDX
+454.9%
-375.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -8.7% | +11.3% | +3.4% |
| 7D | +0.4% | -23.4% | +23.7% | +2.7% |
| 30D | -2.6% | -41.5% | +38.9% | +2.2% |
| 3M | -3.2% | -41.1% | +37.9% | +1.1% |
| 6M | +0.9% | -40.9% | +41.8% | +4.7% |
| YTD | +11.3% | -29.1% | +40.4% | +12.6% |
| 1Y | +14.0% | -33.5% | +47.5% | +15.7% |
| 3Y | +75.8% | +369.1% | -293.3% | +40.2% |
| All | +79.3% | +454.9% | -375.6% | +38.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling