+60.7%
NOK vs VCIT
+3.7%
+57.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.4% | -2.3% |
| 7D | +5.4% | -1.4% | +6.8% | +7.1% |
| 30D | -14.1% | +0.6% | -14.7% | -15.0% |
| 3M | -23.6% | -2.2% | -21.4% | -21.6% |
| 6M | -45.1% | -2.3% | -42.8% | -43.6% |
| YTD | +24.7% | -2.2% | +26.9% | +28.1% |
| 1Y | +19.0% | -1.4% | +20.4% | +21.2% |
| 3Y | +147.0% | +18.7% | +128.3% | +104.0% |
| All | +60.7% | +3.7% | +57.0% | +35.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling