+115.1%
NOK vs VEU
+55.0%
+60.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.0% | +3.8% | +3.6% |
| 7D | +11.0% | -1.4% | +12.4% | +12.9% |
| 30D | +7.8% | -0.4% | +8.3% | +8.5% |
| 3M | -21.0% | +2.5% | -23.5% | -22.6% |
| 6M | +40.9% | +11.1% | +29.7% | +27.2% |
| YTD | +72.0% | +16.5% | +55.5% | +46.7% |
| 1Y | +140.9% | +22.9% | +118.0% | +93.4% |
| 3Y | +194.3% | +73.4% | +120.8% | +57.3% |
| All | +115.1% | +55.0% | +60.2% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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