+2,622.7%
NVDL vs VRTX
+64.4%
+2,558.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.5% |
| 7D | -0.8% | -6.4% | +5.6% | +0.4% |
| 30D | +3.4% | -0.5% | +3.9% | +3.5% |
| 3M | +8.1% | +16.9% | -8.8% | +3.8% |
| 6M | +31.9% | +13.1% | +18.8% | +27.5% |
| YTD | +21.1% | +14.9% | +6.2% | +16.3% |
| 1Y | +34.0% | +31.4% | +2.6% | +24.0% |
| 3Y | +677.9% | +51.9% | +626.0% | +606.0% |
| All | +2,622.7% | +64.4% | +2,558.3% | +2,246.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling