+120.6%
VLO vs NVMI
-11.6%
+132.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.4% | -3.3% | -5.8% |
| 7D | -6.0% | -11.8% | +5.8% | -6.3% |
| 30D | -12.9% | -24.8% | +11.9% | -13.5% |
| 3M | +18.3% | -28.6% | +46.9% | +17.4% |
| 6M | +46.4% | -40.0% | +86.4% | +44.3% |
| YTD | +127.7% | -10.1% | +137.8% | +113.4% |
| 1Y | +120.6% | -9.8% | +130.4% | +107.2% |
| All | +120.6% | -11.6% | +132.2% | +107.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 1y: compounded portfolio wealth divided by compounded NVMI 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…
1y analysis · Full analysis span regression · 6 months rolling