+198.8%
NVMI vs VLTO
+56.3%
+142.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | +7.6% | +1.6% | +6.0% | +7.2% |
| 30D | -7.7% | +22.0% | -29.7% | -12.9% |
| 3M | -15.4% | +21.9% | -37.3% | -20.2% |
| 6M | -37.5% | +36.5% | -74.0% | -44.6% |
| YTD | -0.8% | +19.0% | -19.8% | -5.2% |
| 1Y | +2.4% | +21.0% | -18.6% | -3.4% |
| 3Y | +191.5% | +69.9% | +121.6% | +140.6% |
| All | +198.8% | +56.3% | +142.5% | +155.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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