+45.2%
NU vs VRTX
+150.6%
-105.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.7% |
| 7D | -2.6% | -6.4% | +3.8% | -0.7% |
| 30D | +8.2% | -0.5% | +8.8% | +8.3% |
| 3M | +26.3% | +16.9% | +9.4% | +20.3% |
| 6M | +2.2% | +13.1% | -10.8% | -1.7% |
| YTD | -10.4% | +14.9% | -25.3% | -14.5% |
| 1Y | -3.0% | +31.4% | -34.4% | -11.4% |
| 3Y | +120.3% | +51.9% | +68.4% | +78.6% |
| All | +45.2% | +150.6% | -105.4% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling