+654.4%
VRT vs NVMI
+140.3%
+514.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.0% | -0.6% | -1.5% |
| 7D | +10.5% | +1.5% | +9.0% | +9.5% |
| 30D | -9.3% | -4.1% | -5.2% | -6.0% |
| 3M | -29.6% | -22.8% | -6.8% | -15.4% |
| 6M | -45.4% | -36.9% | -8.5% | -25.9% |
| YTD | +24.8% | -3.2% | +28.0% | +25.5% |
| 1Y | +23.6% | +7.1% | +16.5% | +16.1% |
| 3Y | +379.7% | +181.5% | +198.2% | +117.3% |
| All | +654.4% | +140.3% | +514.1% | +244.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling