+924.9%
VLO vs NVMI
+3,158.6%
-2,233.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +1.0% |
| 7D | +5.3% | -0.1% | +5.4% | +5.3% |
| 30D | +18.2% | -8.4% | +26.6% | +20.1% |
| 3M | +53.3% | -33.6% | +86.9% | +64.8% |
| 6M | +70.4% | -14.7% | +85.1% | +69.9% |
| YTD | +143.4% | +13.2% | +130.2% | +124.7% |
| 1Y | +153.0% | +29.0% | +124.0% | +124.3% |
| 3Y | +195.0% | +215.0% | -20.0% | +90.3% |
| 5Y | +618.8% | +268.6% | +350.2% | +315.7% |
| All | +924.9% | +3,158.6% | -2,233.7% | +220.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling