+91.1%
VZ vs NVDX
+833.4%
-742.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.4% | +0.4% |
| 7D | +0.2% | +7.3% | -7.1% | +0.5% |
| 30D | +7.1% | -0.9% | +8.0% | +7.2% |
| 3M | +12.8% | +8.4% | +4.4% | +13.7% |
| 6M | +1.8% | +38.2% | -36.4% | +3.8% |
| YTD | +30.0% | +19.3% | +10.7% | +32.2% |
| 1Y | +24.3% | +33.3% | -8.9% | +27.3% |
| All | +91.1% | +833.4% | -742.2% | +98.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling