+153.0%
VLO vs NVMI
+32.8%
+120.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +1.3% |
| 7D | +5.3% | -0.1% | +5.4% | +5.3% |
| 30D | +18.2% | -8.4% | +26.6% | +18.3% |
| 3M | +53.3% | -33.6% | +86.9% | +53.1% |
| 6M | +70.4% | -14.7% | +85.1% | +67.0% |
| YTD | +143.4% | +13.2% | +130.2% | +125.6% |
| 1Y | +153.0% | +29.0% | +124.0% | +131.9% |
| All | +153.0% | +32.8% | +120.2% | +131.9% |
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