+19.2%
VIG vs NVMI
-11.6%
+30.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +2.3% |
| 7D | +2.7% | -11.8% | +14.5% | +3.6% |
| 30D | +7.0% | -24.8% | +31.8% | +9.1% |
| 3M | +4.0% | -28.6% | +32.6% | +6.4% |
| 6M | +12.3% | -40.0% | +52.3% | +15.4% |
| YTD | +16.4% | -10.1% | +26.4% | +13.6% |
| 1Y | +19.2% | -9.8% | +29.0% | +16.1% |
| All | +19.2% | -11.6% | +30.8% | +16.1% |
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