+147.3%
VXUS vs NVMI
+3,158.6%
-3,011.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.7% |
| 7D | -1.4% | -0.1% | -1.4% | -1.4% |
| 30D | -0.5% | -8.4% | +7.9% | +1.2% |
| 3M | +2.6% | -33.6% | +36.1% | +10.7% |
| 6M | +10.9% | -14.7% | +25.5% | +12.6% |
| YTD | +16.1% | +13.2% | +2.9% | +10.4% |
| 1Y | +22.3% | +29.0% | -6.7% | +12.3% |
| 3Y | +72.0% | +215.0% | -143.0% | +20.4% |
| 5Y | +54.1% | +268.6% | -214.4% | 0.0% |
| All | +147.3% | +3,158.6% | -3,011.4% | +0.5% |
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