+123.4%
VRT vs NVMI
+53.9%
+69.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.5% | -1.1% | +0.4% |
| 7D | +9.1% | +6.6% | +2.5% | +4.1% |
| 30D | +0.9% | -7.5% | +8.5% | +6.5% |
| 3M | -13.4% | -28.5% | +15.1% | +9.5% |
| 6M | +11.7% | -15.7% | +27.4% | +22.6% |
| YTD | +73.2% | +13.3% | +59.9% | +53.5% |
| 1Y | +123.4% | +48.3% | +75.1% | +77.9% |
| All | +123.4% | +53.9% | +69.6% | +77.9% |
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