+30.2%
VRTX vs NVDX
-27.2%
+57.4%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -6.2% | +9.6% | +3.3% |
| 7D | +3.7% | -14.1% | +17.7% | +3.4% |
| 30D | +9.0% | -31.3% | +40.4% | +8.7% |
| 3M | +14.7% | -16.2% | +30.9% | +14.3% |
| 6M | +27.7% | -11.9% | +39.6% | +27.3% |
| YTD | +21.1% | -9.4% | +30.5% | +18.8% |
| 1Y | +30.2% | -23.9% | +54.1% | +27.0% |
| All | +30.2% | -27.2% | +57.4% | +27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling