+3.6%
VCIT vs NVMI
+265.1%
-261.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.1% |
| 7D | +0.1% | +11.7% | -11.6% | -0.2% |
| 30D | -0.8% | -4.0% | +3.3% | -0.7% |
| 3M | -0.5% | -25.8% | +25.2% | 0.0% |
| 6M | -1.4% | -8.3% | +6.9% | -1.4% |
| YTD | -0.8% | +14.8% | -15.6% | -1.5% |
| 1Y | +0.3% | +37.9% | -37.6% | -0.9% |
| 3Y | +19.2% | +216.3% | -197.0% | +13.0% |
| 5Y | +3.6% | +277.2% | -273.6% | -3.3% |
| All | +3.6% | +265.1% | -261.5% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling