+79.4%
IVV vs NVO
-54.9%
+134.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.2% |
| 7D | -0.9% | -2.6% | +1.7% | -0.6% |
| 30D | -2.3% | +6.5% | -8.9% | -3.0% |
| 3M | -1.2% | -11.8% | +10.6% | 0.0% |
| 6M | +3.3% | -10.3% | +13.6% | +4.1% |
| YTD | +12.3% | -15.2% | +27.5% | +12.9% |
| 1Y | +12.5% | -12.2% | +24.8% | +12.6% |
| All | +79.4% | -54.9% | +134.3% | +94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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