+219.2%
VT vs NVMI
+2,539.4%
-2,320.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | 0.0% |
| 7D | -0.1% | +7.6% | -7.7% | -2.0% |
| 30D | -3.1% | -7.7% | +4.7% | -1.6% |
| 3M | -3.5% | -15.4% | +11.9% | -0.5% |
| 6M | +0.5% | -37.5% | +38.0% | +9.3% |
| YTD | +10.8% | -0.8% | +11.6% | +6.7% |
| 1Y | +11.9% | +2.4% | +9.5% | +6.6% |
| 3Y | +73.0% | +191.5% | -118.5% | +17.2% |
| 5Y | +58.6% | +156.3% | -97.7% | +7.4% |
| 10Y | +219.2% | +2,539.4% | -2,320.2% | +29.5% |
| All | +219.2% | +2,539.4% | -2,320.2% | +29.5% |
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