+2,490.2%
NVDL vs VRTX
+62.6%
+2,427.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -10.3% | -5.6% | -4.7% | -9.3% |
| 30D | -7.1% | -2.0% | -5.2% | -6.7% |
| 3M | +6.6% | +15.8% | -9.2% | +2.4% |
| 6M | +21.1% | +4.7% | +16.4% | +19.2% |
| YTD | +15.2% | +13.7% | +1.5% | +10.9% |
| 1Y | +18.8% | +29.7% | -10.9% | +10.2% |
| 3Y | +649.9% | +48.4% | +601.5% | +582.9% |
| All | +2,490.2% | +62.6% | +2,427.6% | +2,136.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling