+63.4%
VSH vs NVMI
-11.6%
+74.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.4% | -2.6% | -3.2% |
| 7D | -13.6% | -11.8% | -1.9% | -4.5% |
| 30D | -30.4% | -24.8% | -5.5% | -12.7% |
| 3M | -33.3% | -28.6% | -4.7% | -13.1% |
| 6M | -15.1% | -40.0% | +24.9% | +24.9% |
| YTD | +80.2% | -10.1% | +90.3% | +114.7% |
| 1Y | +63.4% | -9.8% | +73.1% | +93.4% |
| All | +63.4% | -11.6% | +74.9% | +93.4% |
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