+57.2%
VZ vs NVDX
+294.7%
-237.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -11.0% | +11.5% | 0.0% |
| 7D | +2.4% | -34.6% | +37.0% | +0.4% |
| 30D | +11.2% | -47.9% | +59.1% | +8.1% |
| 3M | 0.0% | -44.4% | +44.4% | -2.3% |
| 6M | +1.3% | -47.3% | +48.6% | -0.8% |
| YTD | +21.3% | -36.9% | +58.1% | +20.1% |
| 1Y | +23.9% | -46.8% | +70.8% | +22.2% |
| All | +57.2% | +294.7% | -237.5% | +67.4% |
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