+680.0%
VRT vs NVDX
+833.4%
-153.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.9% | +7.6% | +5.4% |
| 7D | +13.6% | +7.3% | +6.3% | +10.0% |
| 30D | +6.8% | -0.9% | +7.7% | +6.1% |
| 3M | -3.2% | +8.4% | -11.6% | -8.0% |
| 6M | +20.3% | +38.2% | -17.8% | +0.2% |
| YTD | +79.6% | +19.3% | +60.3% | +57.7% |
| 1Y | +139.0% | +33.3% | +105.7% | +97.2% |
| All | +680.0% | +833.4% | -153.3% | +176.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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