-30.1%
NOK vs VEA
+167.0%
-197.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +2.0% |
| 7D | +9.3% | +0.3% | +9.0% | +8.9% |
| 30D | +17.9% | +0.4% | +17.4% | +17.4% |
| 3M | -22.3% | +4.8% | -27.1% | -25.5% |
| 6M | +36.4% | +11.3% | +25.1% | +23.1% |
| YTD | +66.3% | +17.4% | +48.9% | +41.2% |
| 1Y | +134.4% | +26.2% | +108.2% | +84.2% |
| 3Y | +186.6% | +77.7% | +108.9% | +55.0% |
| 5Y | +102.7% | +60.9% | +41.8% | +23.2% |
| 10Y | +129.8% | +163.6% | -33.8% | -18.2% |
| All | -30.1% | +167.0% | -197.1% | -72.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling