+262.4%
VST vs NVMI
+211.5%
+50.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +11.7% | -1.2% | +4.9% |
| 7D | -9.8% | +0.3% | -10.1% | -9.7% |
| 30D | -25.1% | -17.1% | -8.0% | -18.1% |
| 3M | -11.6% | -17.9% | +6.3% | -3.4% |
| 6M | -20.9% | -41.4% | +20.5% | -2.3% |
| YTD | -22.3% | -4.6% | -17.7% | -26.6% |
| 1Y | -32.0% | -0.3% | -31.7% | -37.5% |
| 3Y | +262.4% | +214.5% | +47.9% | +166.2% |
| All | +262.4% | +211.5% | +50.9% | +166.2% |
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