-96.0%
NVAX price history and return analytics
+65.7%
-161.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | -0.5% |
| 7D | -7.8% | -1.1% | -6.7% | -5.7% |
| 30D | +18.3% | -1.0% | +19.3% | +20.9% |
| 3M | +4.3% | +3.2% | +1.2% | -2.4% |
| 6M | -12.8% | +12.5% | -25.3% | -30.9% |
| YTD | +40.2% | +14.1% | +26.1% | +8.7% |
| 1Y | +13.8% | +18.9% | -5.1% | -18.6% |
| 3Y | +20.5% | +74.1% | -53.6% | -60.4% |
| All | -96.0% | +65.7% | -161.7% | -98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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