+140.9%
NOK vs VO
+13.3%
+127.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.8% | +4.0% | +3.6% |
| 7D | +11.0% | -1.5% | +12.5% | +13.5% |
| 30D | +7.8% | -3.0% | +10.9% | +13.0% |
| 3M | -21.0% | +2.8% | -23.8% | -23.2% |
| 6M | +40.9% | +10.9% | +30.0% | +29.2% |
| YTD | +72.0% | +12.5% | +59.6% | +58.1% |
| 1Y | +140.9% | +12.0% | +128.9% | +117.8% |
| All | +140.9% | +13.3% | +127.6% | +117.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling