+75.8%
NOK vs VOO
+812.0%
-736.2%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.6% | +6.7% | +6.8% |
| 7D | +7.3% | +0.5% | +6.7% | +6.5% |
| 30D | +13.8% | -0.9% | +14.7% | +14.9% |
| 3M | -27.0% | +3.9% | -30.9% | -29.5% |
| 6M | +37.6% | +14.5% | +23.1% | +20.5% |
| YTD | +64.6% | +13.0% | +51.7% | +46.5% |
| 1Y | +132.0% | +19.4% | +112.6% | +94.5% |
| 3Y | +183.7% | +78.9% | +104.8% | +50.7% |
| 5Y | +101.3% | +82.3% | +19.0% | +4.8% |
| 10Y | +122.4% | +314.2% | -191.8% | -60.5% |
| All | +75.8% | +812.0% | -736.2% | -91.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling