+262.8%
NVMI vs VO
+40.2%
+222.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -0.7% |
| 7D | +3.8% | -2.5% | +6.3% | +7.8% |
| 30D | -7.6% | -3.2% | -4.3% | -2.6% |
| 3M | -28.0% | +3.9% | -31.9% | -31.3% |
| 6M | -15.3% | +9.6% | -25.0% | -24.5% |
| YTD | +11.5% | +11.6% | -0.1% | -2.6% |
| 1Y | +31.6% | +12.6% | +19.0% | +14.3% |
| 3Y | +207.0% | +55.4% | +151.6% | +77.9% |
| 5Y | +262.8% | +41.8% | +221.0% | +151.1% |
| All | +262.8% | +40.2% | +222.6% | +151.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling