+40.9%
VSH vs NVMI
+207.9%
-167.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.6% | +5.3% |
| 7D | +4.8% | -0.1% | +4.8% | +4.8% |
| 30D | -0.7% | -8.4% | +7.7% | +4.1% |
| 3M | -43.1% | -33.6% | -9.5% | -29.3% |
| 6M | +91.8% | -14.7% | +106.5% | +112.2% |
| YTD | +131.6% | +13.2% | +118.4% | +125.9% |
| 1Y | +118.1% | +29.0% | +89.1% | +101.1% |
| 3Y | +40.9% | +215.0% | -174.1% | -8.2% |
| All | +40.9% | +207.9% | -167.0% | -8.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling