+143.2%
NVMI vs VT
+53.4%
+89.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.2% | +11.5% | +11.3% |
| 7D | +0.3% | -2.3% | +2.6% | +4.6% |
| 30D | -17.1% | -5.0% | -12.1% | -8.5% |
| 3M | -17.9% | -4.9% | -13.0% | -9.2% |
| 6M | -41.4% | -1.5% | -39.9% | -37.7% |
| YTD | -4.6% | +8.5% | -13.1% | -13.9% |
| 1Y | -0.3% | +11.4% | -11.6% | -13.6% |
| 3Y | +214.5% | +70.1% | +144.4% | +45.5% |
| All | +143.2% | +53.4% | +89.8% | +46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling