+34.4%
NVDA vs VRT
+123.1%
-88.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.4% | -3.5% | -0.5% |
| 7D | +5.9% | +9.1% | -3.2% | +3.1% |
| 30D | +5.1% | +0.9% | +4.1% | +4.7% |
| 3M | +5.4% | -13.4% | +18.7% | +8.3% |
| 6M | +26.0% | +11.7% | +14.3% | +17.8% |
| YTD | +23.7% | +73.2% | -49.6% | -2.4% |
| 1Y | +34.4% | +123.4% | -89.0% | -6.3% |
| All | +34.4% | +123.1% | -88.7% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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