+3,155.8%
NVMI vs VO
+200.3%
+2,955.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.6% |
| 7D | -0.1% | -1.5% | +1.4% | +1.9% |
| 30D | -8.4% | -3.0% | -5.4% | -4.5% |
| 3M | -33.6% | +2.8% | -36.4% | -35.4% |
| 6M | -14.7% | +10.9% | -25.6% | -23.8% |
| YTD | +13.2% | +12.5% | +0.8% | -0.1% |
| 1Y | +29.0% | +12.0% | +17.0% | +15.1% |
| 3Y | +215.0% | +56.3% | +158.7% | +93.5% |
| 5Y | +268.6% | +42.9% | +225.6% | +156.7% |
| All | +3,155.8% | +200.3% | +2,955.5% | +987.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling