+222.3%
VT vs NVMI
+3,055.7%
-2,833.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.8% |
| 7D | +1.0% | +11.7% | -10.7% | -1.6% |
| 30D | -0.2% | -4.0% | +3.8% | +0.5% |
| 3M | +4.5% | -25.8% | +30.3% | +10.6% |
| 6M | +14.1% | -8.3% | +22.4% | +13.6% |
| YTD | +14.8% | +14.8% | -0.1% | +7.5% |
| 1Y | +21.2% | +37.9% | -16.7% | +7.8% |
| 3Y | +76.6% | +216.3% | -139.7% | +18.3% |
| 5Y | +66.6% | +277.2% | -210.6% | +2.5% |
| 10Y | +222.3% | +3,074.3% | -2,852.1% | +23.1% |
| All | +222.3% | +3,055.7% | -2,833.5% | +23.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling