+123.8%
NOK vs VCIT
+29.7%
+94.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.1% | +6.7% | +6.7% |
| 7D | -1.4% | +0.7% | -2.2% | -2.2% |
| 30D | -21.0% | +1.8% | -22.8% | -22.6% |
| 3M | -12.6% | -1.6% | -11.1% | -11.3% |
| 6M | -36.2% | -2.1% | -34.1% | -34.8% |
| YTD | +26.4% | -1.6% | +28.0% | +28.5% |
| 1Y | +19.6% | -0.8% | +20.4% | +20.7% |
| 3Y | +152.6% | +19.9% | +132.6% | +114.4% |
| 5Y | +57.3% | +3.3% | +54.0% | +47.3% |
| 10Y | +123.8% | +30.6% | +93.1% | +127.7% |
| All | +123.8% | +29.7% | +94.1% | +127.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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