+769.3%
VST vs NVMI
+266.4%
+502.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.5% | -2.0% | +1.4% |
| 7D | +8.9% | +6.6% | +2.3% | +6.3% |
| 30D | +6.2% | -7.5% | +13.7% | +9.1% |
| 3M | -2.7% | -28.5% | +25.8% | +8.3% |
| 6M | -8.4% | -15.7% | +7.4% | -5.5% |
| YTD | -7.2% | +13.3% | -20.5% | -15.5% |
| 1Y | -20.9% | +48.3% | -69.2% | -35.4% |
| 3Y | +384.0% | +191.2% | +192.7% | +231.0% |
| All | +769.3% | +266.4% | +502.9% | +465.0% |
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