+180.8%
NOK vs VOO
+75.9%
+104.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.7% |
| 7D | +8.7% | -2.0% | +10.7% | +10.8% |
| 30D | +12.5% | -1.7% | +14.2% | +14.4% |
| 3M | -20.7% | +4.7% | -25.5% | -23.6% |
| 6M | +36.2% | +12.6% | +23.6% | +24.8% |
| YTD | +64.1% | +11.8% | +52.4% | +51.5% |
| 1Y | +132.4% | +17.5% | +114.8% | +106.8% |
| All | +180.8% | +75.9% | +104.9% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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