+79.2%
VZ vs NVDX
+376.7%
-297.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.0% | +8.9% | -0.5% |
| 7D | +0.9% | -17.5% | +18.5% | +0.1% |
| 30D | +6.9% | -49.2% | +56.2% | +4.0% |
| 3M | +0.6% | -49.3% | +50.0% | -2.0% |
| 6M | +0.3% | -52.0% | +52.3% | -2.0% |
| YTD | +21.9% | -39.1% | +61.0% | +20.6% |
| 1Y | +21.7% | -45.8% | +67.5% | +20.1% |
| 3Y | +58.5% | +281.3% | -222.8% | +62.5% |
| All | +79.2% | +376.7% | -297.5% | +80.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling