+43.0%
VSH vs NVDX
+774.9%
-731.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.5% | 0.0% |
| 7D | +3.1% | -8.6% | +11.7% | +5.0% |
| 30D | -5.7% | -1.4% | -4.3% | -5.7% |
| 3M | -42.5% | +10.6% | -53.1% | -43.9% |
| 6M | +82.7% | +20.2% | +62.5% | +74.1% |
| YTD | +118.2% | +11.8% | +106.4% | +109.6% |
| 1Y | +109.7% | +12.9% | +96.8% | +99.5% |
| All | +43.0% | +774.9% | -731.9% | -0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling