+818.4%
VOO vs NVMI
+7,888.2%
-7,069.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.3% |
| 7D | -0.4% | +6.9% | -7.3% | -1.9% |
| 30D | -1.4% | -2.8% | +1.5% | -1.0% |
| 3M | +3.7% | -27.3% | +31.1% | +10.1% |
| 6M | +13.0% | -13.7% | +26.7% | +14.1% |
| YTD | +12.4% | +13.8% | -1.4% | +5.5% |
| 1Y | +18.6% | +34.9% | -16.3% | +6.1% |
| 3Y | +78.1% | +213.5% | -135.5% | +22.0% |
| 5Y | +82.3% | +272.5% | -190.2% | +16.2% |
| 10Y | +322.5% | +3,142.4% | -2,819.9% | +59.3% |
| All | +818.4% | +7,888.2% | -7,069.8% | +184.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling