+2,260.0%
VGT vs NVMI
+4,918.1%
-2,658.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | 0.0% |
| 7D | +1.5% | +6.9% | -5.5% | +0.4% |
| 30D | +0.5% | -2.8% | +3.4% | +0.9% |
| 3M | +5.3% | -27.3% | +32.6% | +10.1% |
| 6M | +32.4% | -13.7% | +46.1% | +34.4% |
| YTD | +28.6% | +13.8% | +14.7% | +24.9% |
| 1Y | +37.6% | +34.9% | +2.8% | +30.1% |
| 3Y | +125.5% | +213.5% | -88.0% | +86.5% |
| 5Y | +135.2% | +272.5% | -137.3% | +89.6% |
| 10Y | +812.9% | +3,142.4% | -2,329.5% | +499.9% |
| All | +2,260.0% | +4,918.1% | -2,658.2% | +1,256.1% |
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 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