+127.9%
NOK vs VO
+197.6%
-69.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +5.4% | +3.1% | +2.3% | +2.6% |
| 30D | -14.1% | +2.2% | -16.3% | -15.4% |
| 3M | -23.6% | -2.5% | -21.1% | -21.4% |
| 6M | -45.1% | +7.0% | -52.1% | -47.5% |
| YTD | +24.7% | +14.0% | +10.7% | +13.4% |
| 1Y | +19.0% | +15.6% | +3.4% | +6.9% |
| 3Y | +147.0% | +66.2% | +80.8% | +61.1% |
| 5Y | +58.2% | +36.6% | +21.5% | +21.4% |
| All | +127.9% | +197.6% | -69.7% | -14.8% |
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