+3,617.8%
NVDA vs VRT
+2,725.9%
+891.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.4% | -3.5% | -1.2% |
| 7D | +5.9% | +9.1% | -3.2% | +1.7% |
| 30D | +5.1% | +0.9% | +4.1% | +4.4% |
| 3M | +5.4% | -13.4% | +18.7% | +9.5% |
| 6M | +26.0% | +11.7% | +14.3% | +13.9% |
| YTD | +23.7% | +73.2% | -49.6% | -11.7% |
| 1Y | +34.4% | +123.4% | -89.0% | -16.7% |
| 3Y | +375.8% | +606.2% | -230.4% | +63.1% |
| 5Y | +911.8% | +899.9% | +11.9% | +156.5% |
| All | +3,617.8% | +2,725.9% | +891.9% | +620.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling