+25.9%
VZ vs NVMI
+265.1%
-239.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.6% |
| 7D | +0.2% | +11.7% | -11.5% | +0.9% |
| 30D | +7.1% | -4.0% | +11.2% | +6.9% |
| 3M | +12.8% | -25.8% | +38.6% | +11.3% |
| 6M | +1.8% | -8.3% | +10.1% | +1.8% |
| YTD | +30.0% | +14.8% | +15.2% | +31.2% |
| 1Y | +24.3% | +37.9% | -13.5% | +26.5% |
| 3Y | +84.3% | +216.3% | -132.0% | +89.6% |
| 5Y | +25.9% | +277.2% | -251.3% | +28.0% |
| All | +25.9% | +265.1% | -239.2% | +28.0% |
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