+41.3%
VRTX vs NVDX
+772.1%
-730.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -5.6% | -10.2% | +4.6% | -5.4% |
| 30D | -2.0% | -7.3% | +5.4% | -1.8% |
| 3M | +15.8% | +5.5% | +10.3% | +15.5% |
| 6M | +4.7% | +18.3% | -13.6% | +3.8% |
| YTD | +13.7% | +11.4% | +2.2% | +12.8% |
| 1Y | +29.7% | +12.7% | +17.0% | +28.3% |
| All | +41.3% | +772.1% | -730.8% | +14.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling