+45.4%
NU vs VRTX
+147.4%
-102.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.5% |
| 7D | -4.2% | -7.8% | +3.6% | -1.9% |
| 30D | +10.0% | -2.8% | +12.9% | +10.9% |
| 3M | +29.3% | +18.1% | +11.2% | +22.8% |
| 6M | +0.9% | +3.1% | -2.1% | -0.3% |
| YTD | -10.3% | +13.5% | -23.8% | -14.1% |
| 1Y | -3.2% | +32.4% | -35.6% | -11.7% |
| 3Y | +120.6% | +50.0% | +70.6% | +79.5% |
| All | +45.4% | +147.4% | -102.0% | -6.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling