+105.5%
NOK vs VO
+41.5%
+64.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +1.8% |
| 7D | +9.3% | -0.6% | +9.9% | +9.9% |
| 30D | +17.9% | -1.9% | +19.8% | +20.2% |
| 3M | -22.3% | +3.3% | -25.6% | -24.3% |
| 6M | +36.4% | +9.7% | +26.7% | +26.6% |
| YTD | +66.3% | +12.6% | +53.7% | +50.8% |
| 1Y | +134.4% | +13.6% | +120.8% | +110.3% |
| 3Y | +186.6% | +56.8% | +129.8% | +86.7% |
| All | +105.5% | +41.5% | +64.0% | +43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling