-24.1%
NU vs VRTX
+31.2%
-55.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.4% | -0.2% | +2.5% |
| 7D | +0.2% | +3.7% | -3.5% | -0.8% |
| 30D | -21.0% | +9.0% | -30.1% | -22.7% |
| 3M | -16.3% | +14.7% | -31.0% | -19.4% |
| 6M | -15.3% | +27.7% | -43.1% | -20.8% |
| YTD | -28.4% | +21.1% | -49.5% | -32.0% |
| 1Y | -24.1% | +30.2% | -54.3% | -27.8% |
| All | -24.1% | +31.2% | -55.3% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 1y: compounded portfolio wealth divided by compounded VRTX 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…
1y analysis · Full analysis span regression · 6 months rolling