+194.3%
NOK vs VNQ
+30.7%
+163.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.1% | +4.5% |
| 7D | +11.0% | -1.3% | +12.2% | +11.6% |
| 30D | +7.8% | -2.6% | +10.4% | +9.0% |
| 3M | -21.0% | -2.0% | -19.0% | -20.8% |
| 6M | +40.9% | +4.3% | +36.6% | +36.3% |
| YTD | +72.0% | +9.2% | +62.8% | +62.3% |
| 1Y | +140.9% | +5.6% | +135.3% | +131.0% |
| 3Y | +194.3% | +30.8% | +163.4% | +138.8% |
| All | +194.3% | +30.7% | +163.6% | +138.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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