+102.8%
NOK vs VIG
+61.5%
+41.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | +8.7% | -2.2% | +10.9% | +11.4% |
| 30D | +12.5% | -3.2% | +15.7% | +16.6% |
| 3M | -20.7% | +3.0% | -23.8% | -23.4% |
| 6M | +36.2% | +8.1% | +28.0% | +25.5% |
| YTD | +64.1% | +9.1% | +55.1% | +50.0% |
| 1Y | +132.4% | +12.6% | +119.8% | +105.1% |
| 3Y | +182.9% | +55.4% | +127.5% | +71.6% |
| 5Y | +102.8% | +62.8% | +40.0% | +16.9% |
| All | +102.8% | +61.5% | +41.3% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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