+17.9%
NOK vs VG
+71.2%
-53.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.7% | -6.6% | -1.9% |
| 7D | +11.0% | +15.1% | -4.1% | +11.1% |
| 30D | -16.0% | -4.2% | -11.8% | -16.2% |
| 3M | -19.8% | -3.1% | -16.7% | -19.7% |
| 6M | -37.1% | +0.3% | -37.5% | -36.7% |
| YTD | +28.0% | +95.5% | -67.5% | +25.1% |
| 1Y | +17.9% | +64.4% | -46.5% | +15.8% |
| All | +17.9% | +71.2% | -53.2% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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