+21.4%
VZ vs NVMI
+156.9%
-135.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.4% | -5.6% | +1.2% |
| 7D | +2.2% | +9.6% | -7.4% | +3.0% |
| 30D | +10.6% | -5.6% | +16.2% | +10.4% |
| 3M | -0.6% | -15.2% | +14.6% | -1.3% |
| 6M | +0.7% | -36.1% | +36.8% | -1.1% |
| YTD | +20.6% | +1.5% | +19.1% | +21.0% |
| 1Y | +22.7% | +8.3% | +14.4% | +23.5% |
| 3Y | +57.2% | +212.6% | -155.4% | +60.0% |
| 5Y | +21.4% | +158.4% | -137.0% | +20.3% |
| All | +21.4% | +156.9% | -135.5% | +20.3% |
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