+89.6%
VRT vs NVMI
+32.8%
+56.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +2.4% |
| 7D | -8.4% | -0.1% | -8.3% | -8.2% |
| 30D | -10.9% | -8.4% | -2.5% | -4.8% |
| 3M | -13.7% | -33.6% | +19.9% | +16.1% |
| 6M | -4.1% | -14.7% | +10.5% | +4.1% |
| YTD | +58.7% | +13.2% | +45.5% | +37.3% |
| 1Y | +89.6% | +29.0% | +60.6% | +44.7% |
| All | +89.6% | +32.8% | +56.9% | +44.7% |
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 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