+22.3%
NOK vs VCIT
-0.8%
+23.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +2.2% | -0.5% | +2.7% | +2.9% |
| 30D | -14.7% | +1.5% | -16.2% | -17.9% |
| 3M | -10.6% | -1.0% | -9.6% | -7.8% |
| 6M | -39.4% | -1.7% | -37.7% | -36.2% |
| YTD | +30.4% | -1.4% | +31.8% | +33.2% |
| 1Y | +22.3% | -0.9% | +23.3% | +23.2% |
| All | +22.3% | -0.8% | +23.1% | +23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling