+913.8%
NVDA vs VRT
+994.5%
-80.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.7% | -3.7% |
| 7D | +3.8% | +13.6% | -9.8% | -2.4% |
| 30D | +0.8% | +6.8% | -6.0% | -2.6% |
| 3M | +8.2% | -3.2% | +11.4% | +6.6% |
| 6M | +27.1% | +20.3% | +6.8% | +10.2% |
| YTD | +21.2% | +79.6% | -58.4% | -16.3% |
| 1Y | +34.3% | +139.0% | -104.7% | -21.4% |
| 3Y | +396.3% | +644.6% | -248.4% | +56.8% |
| 5Y | +913.8% | +1,024.4% | -110.6% | +135.1% |
| All | +913.8% | +994.5% | -80.7% | +135.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling