+225.7%
VIK vs NVMI
+119.5%
+106.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.8% |
| 7D | -0.9% | -0.1% | -0.9% | -0.9% |
| 30D | -18.4% | -8.4% | -10.0% | -16.6% |
| 3M | -8.8% | -33.6% | +24.8% | +0.5% |
| 6M | +17.1% | -14.7% | +31.8% | +19.4% |
| YTD | +19.0% | +13.2% | +5.8% | +11.7% |
| 1Y | +30.1% | +29.0% | +1.1% | +16.7% |
| All | +225.7% | +119.5% | +106.2% | +139.7% |
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