+71.6%
VZ vs NVMI
+2,662.5%
-2,590.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | +0.7% |
| 7D | +0.9% | +15.3% | -14.4% | +1.3% |
| 30D | +8.9% | +0.1% | +8.9% | +9.0% |
| 3M | +0.1% | -14.0% | +14.1% | 0.0% |
| 6M | +1.9% | -35.2% | +37.1% | +1.5% |
| YTD | +22.0% | +3.7% | +18.3% | +21.5% |
| 1Y | +22.1% | +10.3% | +11.8% | +21.6% |
| 3Y | +58.7% | +204.8% | -146.1% | +53.0% |
| 5Y | +22.3% | +158.9% | -136.6% | +17.7% |
| 10Y | +71.6% | +2,646.9% | -2,575.3% | +57.5% |
| All | +71.6% | +2,662.5% | -2,590.9% | +57.5% |
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