+118.0%
NOK vs VSH
+118.1%
-0.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.4% | -1.8% | +0.8% |
| 7D | -1.8% | +4.1% | -5.8% | -3.5% |
| 30D | +4.7% | -4.2% | +8.9% | +6.2% |
| 3M | -39.7% | -50.0% | +10.3% | -21.6% |
| 6M | +23.1% | +80.2% | -57.1% | +14.1% |
| YTD | +55.0% | +121.1% | -66.1% | +37.6% |
| 1Y | +118.0% | +112.0% | +6.0% | +96.1% |
| All | +118.0% | +118.1% | -0.1% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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