+53.4%
VT vs NVMI
+145.1%
-91.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +11.7% | -11.5% | -2.2% |
| 7D | -2.3% | +0.3% | -2.6% | -2.5% |
| 30D | -5.0% | -17.1% | +12.1% | -1.5% |
| 3M | -4.9% | -17.9% | +13.0% | -1.7% |
| 6M | -1.5% | -41.4% | +39.9% | +7.6% |
| YTD | +8.5% | -4.6% | +13.1% | +5.7% |
| 1Y | +11.4% | -0.3% | +11.6% | +7.1% |
| 3Y | +70.1% | +214.5% | -144.4% | +12.4% |
| All | +53.4% | +145.1% | -91.7% | +3.4% |
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