+194.3%
NOK vs VEA
+75.8%
+118.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.1% | +3.7% | +3.6% |
| 7D | +11.0% | -1.5% | +12.4% | +12.8% |
| 30D | +7.8% | -0.8% | +8.7% | +8.9% |
| 3M | -21.0% | +2.5% | -23.5% | -22.5% |
| 6M | +40.9% | +11.1% | +29.7% | +28.8% |
| YTD | +72.0% | +17.2% | +54.9% | +48.4% |
| 1Y | +140.9% | +24.5% | +116.4% | +95.6% |
| 3Y | +194.3% | +75.4% | +118.8% | +60.1% |
| All | +194.3% | +75.8% | +118.5% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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