+80.3%
IVV vs NOK
+149.0%
-68.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.8% | -4.4% | +1.6% |
| 7D | +0.1% | -1.4% | +1.5% | +0.2% |
| 30D | -3.3% | -21.0% | +17.7% | -1.0% |
| 3M | -2.4% | -12.6% | +10.2% | -1.6% |
| 6M | +2.6% | -36.2% | +38.8% | +6.3% |
| YTD | +11.3% | +26.4% | -15.1% | +5.0% |
| 1Y | +13.4% | +19.6% | -6.1% | +7.7% |
| 3Y | +80.3% | +152.6% | -72.3% | +52.8% |
| All | +80.3% | +149.0% | -68.7% | +52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling