+216.6%
NOK vs VLTO
+26.2%
+190.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.8% | +7.0% | +6.3% |
| 7D | +7.3% | -1.6% | +8.8% | +7.5% |
| 30D | +13.8% | -2.9% | +16.6% | +14.2% |
| 3M | -27.0% | +12.7% | -39.7% | -29.4% |
| 6M | +37.6% | +1.6% | +36.0% | +36.7% |
| YTD | +64.6% | -4.0% | +68.6% | +65.9% |
| 1Y | +132.0% | -10.2% | +142.2% | +138.3% |
| All | +216.6% | +26.2% | +190.4% | +189.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling