+212.4%
VZ vs NVMI
+1,967.2%
-1,754.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.5% | -6.4% | -1.1% |
| 7D | +0.1% | +6.6% | -6.5% | -0.1% |
| 30D | +7.9% | -7.5% | +15.4% | +8.1% |
| 3M | +13.6% | -28.5% | +42.1% | +14.6% |
| 6M | +1.1% | -15.7% | +16.8% | +1.2% |
| YTD | +29.3% | +13.3% | +16.0% | +27.8% |
| 1Y | +21.2% | +48.3% | -27.0% | +18.5% |
| 3Y | +75.9% | +191.2% | -115.4% | +65.3% |
| 5Y | +24.1% | +268.7% | -244.6% | +14.5% |
| 10Y | +62.4% | +3,034.8% | -2,972.4% | +34.6% |
| All | +212.4% | +1,967.2% | -1,754.9% | +108.8% |
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 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