+63.4%
VSH vs NVDX
-27.2%
+90.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -6.2% | +1.1% | -2.5% |
| 7D | -13.6% | -14.1% | +0.4% | -7.9% |
| 30D | -30.4% | -31.3% | +1.0% | -18.8% |
| 3M | -33.3% | -16.2% | -17.1% | -28.3% |
| 6M | -15.1% | -11.9% | -3.2% | -10.8% |
| YTD | +80.2% | -9.4% | +89.6% | +80.6% |
| 1Y | +63.4% | -23.9% | +87.2% | +70.2% |
| All | +63.4% | -27.2% | +90.5% | +70.2% |
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 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