+102.9%
VCLT vs NVMI
+11,768.3%
-11,665.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.2% |
| 7D | 0.0% | +6.9% | -6.9% | -0.1% |
| 30D | +0.1% | -2.8% | +3.0% | +0.2% |
| 3M | -2.9% | -27.3% | +24.5% | -2.3% |
| 6M | -4.0% | -13.7% | +9.7% | -3.8% |
| YTD | -2.2% | +13.8% | -16.1% | -2.7% |
| 1Y | -2.6% | +34.9% | -37.4% | -3.5% |
| 3Y | +12.3% | +213.5% | -201.2% | +8.9% |
| 5Y | -16.4% | +272.5% | -288.8% | -19.3% |
| 10Y | +18.1% | +3,142.4% | -3,124.3% | +16.8% |
| All | +102.9% | +11,768.3% | -11,665.3% | +107.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling