+916.4%
VRT vs NVMI
+263.1%
+653.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.1% | -3.5% | -4.2% |
| 7D | -7.7% | +3.8% | -11.5% | -9.9% |
| 30D | -12.0% | -7.6% | -4.4% | -7.0% |
| 3M | -11.7% | -28.0% | +16.3% | +10.3% |
| 6M | -8.1% | -15.3% | +7.2% | +1.1% |
| YTD | +53.2% | +11.5% | +41.8% | +39.6% |
| 1Y | +81.7% | +31.6% | +50.1% | +48.3% |
| 3Y | +535.3% | +207.0% | +328.3% | +178.2% |
| 5Y | +916.4% | +262.8% | +653.5% | +303.3% |
| All | +916.4% | +263.1% | +653.3% | +303.3% |
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