+2,486.9%
VRT vs NVMI
+1,282.2%
+1,204.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +2.7% |
| 7D | -8.4% | -0.1% | -8.3% | -8.2% |
| 30D | -10.9% | -8.4% | -2.5% | -5.9% |
| 3M | -13.7% | -33.6% | +19.9% | +10.3% |
| 6M | -4.1% | -14.7% | +10.5% | +4.5% |
| YTD | +58.7% | +13.2% | +45.5% | +46.8% |
| 1Y | +89.6% | +29.0% | +60.6% | +63.4% |
| 3Y | +558.1% | +215.0% | +343.2% | +243.1% |
| 5Y | +953.0% | +268.6% | +684.4% | +404.2% |
| All | +2,486.9% | +1,282.2% | +1,204.7% | +665.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling