+18.0%
VTEB vs NVMI
+3,158.6%
-3,140.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.3% |
| 7D | -0.9% | -0.1% | -0.8% | -0.9% |
| 30D | -2.5% | -8.4% | +5.9% | -2.4% |
| 3M | -3.0% | -33.6% | +30.6% | -2.5% |
| 6M | -2.1% | -14.7% | +12.6% | -2.1% |
| YTD | -1.5% | +13.2% | -14.7% | -1.9% |
| 1Y | +0.2% | +29.0% | -28.9% | -0.4% |
| 3Y | +8.6% | +215.0% | -206.4% | +5.7% |
| 5Y | +1.2% | +268.6% | -267.4% | -2.2% |
| All | +18.0% | +3,158.6% | -3,140.6% | +7.9% |
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