+194.5%
VZ vs NVMI
+1,720.2%
-1,525.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.7% | 0.0% |
| 7D | +0.9% | +16.9% | -16.0% | +0.4% |
| 30D | +6.9% | -4.3% | +11.2% | +7.0% |
| 3M | +0.6% | -19.3% | +19.9% | +1.1% |
| 6M | +0.3% | -33.6% | +33.9% | +1.1% |
| YTD | +21.9% | -0.2% | +22.1% | +20.8% |
| 1Y | +21.7% | +5.1% | +16.6% | +20.3% |
| 3Y | +58.5% | +193.2% | -134.7% | +48.6% |
| 5Y | +22.4% | +148.6% | -126.2% | +14.7% |
| 10Y | +71.4% | +2,542.3% | -2,470.8% | +42.8% |
| All | +194.5% | +1,720.2% | -1,525.7% | +97.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling