+56.4%
NU vs VRTX
+44.3%
+12.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.7% | +12.5% | +11.9% |
| 7D | +9.9% | -1.6% | +11.4% | +10.2% |
| 30D | -11.5% | +8.0% | -19.5% | -12.8% |
| 3M | -5.1% | +4.3% | -9.4% | -6.0% |
| 6M | +3.1% | +18.9% | -15.8% | -0.7% |
| YTD | -21.0% | +18.8% | -39.8% | -24.1% |
| 1Y | -15.2% | +24.0% | -39.2% | -19.1% |
| 3Y | +56.4% | +42.1% | +14.3% | +39.9% |
| All | +56.4% | +44.3% | +12.1% | +39.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling