+310.3%
IVV vs NOK
+127.4%
+182.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | 0.0% |
| 7D | +2.6% | +5.4% | -2.8% | +1.6% |
| 30D | -2.0% | -14.1% | +12.2% | +0.2% |
| 3M | -2.8% | -23.6% | +20.8% | +1.0% |
| 6M | +2.2% | -45.1% | +47.3% | +11.3% |
| YTD | +11.5% | +24.7% | -13.2% | +2.7% |
| 1Y | +13.5% | +19.0% | -5.5% | +5.3% |
| 3Y | +78.1% | +147.0% | -68.9% | +39.0% |
| 5Y | +73.1% | +58.2% | +14.9% | +46.5% |
| All | +310.3% | +127.4% | +182.9% | +193.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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