-1.5%
VCIT vs NVMI
+3.9%
-5.3%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | -0.6% |
| 7D | -1.4% | +16.9% | -18.3% | -1.7% |
| 30D | +0.8% | -4.3% | +5.1% | +0.9% |
| 3M | -1.7% | -19.3% | +17.5% | -1.3% |
| 6M | -2.1% | -33.6% | +31.5% | -1.5% |
| YTD | -2.0% | -0.2% | -1.8% | -2.5% |
| 1Y | -1.5% | +5.1% | -6.5% | -2.1% |
| All | -1.5% | +3.9% | -5.3% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 1y: compounded portfolio wealth divided by compounded NVMI 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…
1y analysis · Full analysis span regression · 6 months rolling