+72.6%
VZ vs NVMI
+2,494.8%
-2,422.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | -0.5% |
| 7D | +1.5% | +1.5% | 0.0% | +1.5% |
| 30D | +4.4% | -4.1% | +8.4% | +4.3% |
| 3M | -2.4% | -22.8% | +20.4% | -2.7% |
| 6M | +1.4% | -36.9% | +38.3% | +0.9% |
| YTD | +21.4% | -3.2% | +24.6% | +20.7% |
| 1Y | +20.3% | +7.1% | +13.2% | +19.6% |
| 3Y | +57.4% | +181.5% | -124.1% | +51.6% |
| 5Y | +21.9% | +141.2% | -119.3% | +17.2% |
| All | +72.6% | +2,494.8% | -2,422.1% | +63.8% |
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