+137.9%
VGT vs NVMI
+261.9%
-124.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.6% |
| 7D | -0.2% | -0.1% | -0.1% | -0.1% |
| 30D | -0.4% | -8.4% | +8.0% | +2.6% |
| 3M | +4.4% | -33.6% | +38.0% | +19.8% |
| 6M | +32.1% | -14.7% | +46.7% | +35.9% |
| YTD | +28.8% | +13.2% | +15.6% | +17.6% |
| 1Y | +35.3% | +29.0% | +6.3% | +16.3% |
| 3Y | +124.8% | +215.0% | -90.2% | +20.2% |
| All | +137.9% | +261.9% | -124.0% | +16.6% |
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