+134.9%
VTR vs NVDX
+774.9%
-640.0%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.4% | +5.6% | +1.2% |
| 7D | -1.8% | -8.6% | +6.8% | -1.9% |
| 30D | +4.0% | -1.4% | +5.4% | +4.0% |
| 3M | +7.8% | +10.6% | -2.8% | +8.0% |
| 6M | +6.4% | +20.2% | -13.8% | +6.5% |
| YTD | +18.3% | +11.8% | +6.5% | +18.4% |
| 1Y | +33.9% | +12.9% | +21.0% | +34.0% |
| All | +134.9% | +774.9% | -640.0% | +118.8% |
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