+76.9%
IVV vs NVO
-50.2%
+127.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.3% |
| 7D | -0.4% | -4.7% | +4.4% | +0.2% |
| 30D | -1.4% | -5.4% | +4.1% | -0.8% |
| 3M | +3.7% | +7.0% | -3.3% | +2.6% |
| 6M | +13.0% | +17.6% | -4.6% | +10.5% |
| YTD | +12.4% | -8.0% | +20.5% | +12.2% |
| 1Y | +18.6% | -13.8% | +32.5% | +19.0% |
| All | +76.9% | -50.2% | +127.1% | +85.4% |
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