+26.0%
NVDA vs VRT
+12.5%
+13.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.4% | -3.5% | -0.4% |
| 7D | +5.9% | +9.1% | -3.2% | +3.2% |
| 30D | +5.1% | +0.9% | +4.1% | +4.7% |
| 3M | +5.4% | -13.4% | +18.7% | +8.0% |
| 6M | +26.0% | +11.7% | +14.3% | +15.6% |
| All | +26.0% | +12.5% | +13.5% | +15.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling