+127.6%
NOK vs VO
+197.9%
-70.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.5% |
| 7D | +8.7% | -2.5% | +11.2% | +11.1% |
| 30D | +12.5% | -3.2% | +15.7% | +15.8% |
| 3M | -20.7% | +3.9% | -24.7% | -23.0% |
| 6M | +36.2% | +9.6% | +26.5% | +27.2% |
| YTD | +64.1% | +11.6% | +52.6% | +51.1% |
| 1Y | +132.4% | +12.6% | +119.8% | +111.8% |
| 3Y | +182.9% | +55.4% | +127.5% | +94.2% |
| 5Y | +102.8% | +41.8% | +61.0% | +50.2% |
| All | +127.6% | +197.9% | -70.3% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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