+137.9%
NOK vs VLTO
+69.5%
+68.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.2% | +2.7% |
| 7D | -10.5% | +5.4% | -15.9% | -10.4% |
| 30D | -27.9% | +22.3% | -50.2% | -28.0% |
| 3M | -18.8% | +19.6% | -38.4% | -18.8% |
| 6M | -41.9% | +35.2% | -77.1% | -43.5% |
| YTD | +18.4% | +17.9% | +0.5% | +19.0% |
| 1Y | +10.9% | +19.5% | -8.7% | +10.9% |
| 3Y | +137.9% | +73.9% | +64.0% | +118.7% |
| All | +137.9% | +69.5% | +68.4% | +118.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling