+65.6%
VSH vs NVMI
+263.1%
-197.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.1% | +0.1% |
| 7D | +3.1% | +3.8% | -0.7% | +1.1% |
| 30D | -5.7% | -7.6% | +1.8% | -1.8% |
| 3M | -42.5% | -28.0% | -14.5% | -31.4% |
| 6M | +82.7% | -15.3% | +98.0% | +102.0% |
| YTD | +118.2% | +11.5% | +106.8% | +112.5% |
| 1Y | +109.7% | +31.6% | +78.1% | +89.4% |
| 3Y | +35.3% | +207.0% | -171.7% | -21.9% |
| 5Y | +65.6% | +262.8% | -197.2% | -11.1% |
| All | +65.6% | +263.1% | -197.5% | -11.1% |
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