+36.0%
VIK vs NVMI
+53.9%
-17.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.5% | -5.2% | -1.1% |
| 7D | -3.0% | +6.6% | -9.6% | -4.6% |
| 30D | -20.7% | -7.5% | -13.2% | -19.4% |
| 3M | -4.6% | -28.5% | +23.9% | +1.9% |
| 6M | +14.0% | -15.7% | +29.7% | +15.5% |
| YTD | +20.2% | +13.3% | +6.9% | +15.3% |
| 1Y | +36.0% | +48.3% | -12.3% | +21.0% |
| All | +36.0% | +53.9% | -17.9% | +21.0% |
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