+2,605.5%
NVMI vs VT
+222.7%
+2,382.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -2.9% |
| 7D | +16.9% | +2.9% | +14.0% | +12.1% |
| 30D | -4.3% | -2.5% | -1.8% | 0.0% |
| 3M | -19.3% | -3.3% | -16.0% | -14.2% |
| 6M | -33.6% | +1.5% | -35.1% | -33.1% |
| YTD | -0.2% | +11.4% | -11.6% | -11.5% |
| 1Y | +5.1% | +11.9% | -6.8% | -7.1% |
| 3Y | +193.2% | +73.9% | +119.3% | +47.4% |
| 5Y | +148.6% | +57.9% | +90.7% | +46.4% |
| All | +2,605.5% | +222.7% | +2,382.8% | +499.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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