+3,155.8%
NVMI vs VOO
+325.3%
+2,830.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +0.4% |
| 7D | -0.1% | -0.8% | +0.7% | +1.0% |
| 30D | -8.4% | -1.1% | -7.3% | -6.9% |
| 3M | -33.6% | +3.9% | -37.4% | -36.4% |
| 6M | -14.7% | +13.6% | -28.3% | -27.0% |
| YTD | +13.2% | +12.7% | +0.5% | -1.5% |
| 1Y | +29.0% | +17.6% | +11.4% | +7.1% |
| 3Y | +215.0% | +77.3% | +137.7% | +61.9% |
| 5Y | +268.6% | +84.1% | +184.4% | +86.3% |
| All | +3,155.8% | +325.3% | +2,830.5% | +554.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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