+2,494.8%
NVDL vs VRTX
+62.3%
+2,432.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.3% | -3.4% | -4.5% |
| 7D | -8.7% | -7.8% | -0.9% | -7.2% |
| 30D | -1.3% | -2.8% | +1.5% | -0.7% |
| 3M | +11.4% | +18.1% | -6.7% | +6.5% |
| 6M | +22.9% | +3.1% | +19.8% | +21.5% |
| YTD | +15.4% | +13.5% | +1.9% | +11.1% |
| 1Y | +18.8% | +32.4% | -13.7% | +9.6% |
| 3Y | +641.4% | +50.0% | +591.4% | +574.6% |
| All | +2,494.8% | +62.3% | +2,432.4% | +2,141.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling