+67.8%
VTV vs NVD
-99.1%
+167.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.5% | +0.7% |
| 7D | -1.1% | +10.8% | -11.9% | -0.7% |
| 30D | -1.0% | +0.8% | -1.8% | -0.9% |
| 3M | +4.6% | -20.8% | +25.5% | +4.0% |
| 6M | +13.5% | -41.2% | +54.7% | +11.7% |
| YTD | +18.5% | -44.2% | +62.7% | +16.6% |
| 1Y | +22.9% | -54.2% | +77.0% | +20.3% |
| 3Y | +67.8% | -99.1% | +167.0% | +44.9% |
| All | +67.8% | -99.1% | +167.0% | +44.9% |
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