+112.0%
VSH vs NVDX
+34.6%
+77.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.4% | +3.0% | +3.9% |
| 7D | +4.1% | +11.6% | -7.5% | +0.2% |
| 30D | -4.2% | +7.5% | -11.7% | -6.8% |
| 3M | -50.0% | +2.1% | -52.1% | -51.1% |
| 6M | +80.2% | +35.5% | +44.7% | +58.1% |
| YTD | +121.1% | +24.1% | +97.0% | +96.9% |
| 1Y | +112.0% | +33.0% | +79.0% | +90.5% |
| All | +112.0% | +34.6% | +77.4% | +90.5% |
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