+766.3%
IVV vs NVO
+4,166.8%
-3,400.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.1% |
| 7D | -0.9% | -2.6% | +1.7% | -0.3% |
| 30D | -2.3% | +6.5% | -8.9% | -3.8% |
| 3M | -1.2% | -11.8% | +10.6% | +1.3% |
| 6M | +3.3% | -10.3% | +13.6% | +5.0% |
| YTD | +12.3% | -15.2% | +27.5% | +13.9% |
| 1Y | +12.5% | -12.2% | +24.8% | +12.9% |
| 3Y | +79.2% | -55.7% | +134.9% | +102.3% |
| 5Y | +75.6% | -18.7% | +94.4% | +65.6% |
| 10Y | +313.4% | +210.3% | +103.1% | +172.6% |
| All | +766.3% | +4,166.8% | -3,400.4% | +239.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling