+151.8%
NOK vs VT
+74.4%
+77.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.5% |
| 7D | -2.7% | -0.1% | -2.6% | -2.2% |
| 30D | -20.4% | -3.1% | -17.3% | -16.5% |
| 3M | -9.6% | -3.5% | -6.1% | -4.5% |
| 6M | -35.6% | +0.5% | -36.1% | -34.0% |
| YTD | +27.5% | +10.8% | +16.7% | +19.7% |
| 1Y | +18.4% | +11.9% | +6.5% | +10.2% |
| 3Y | +151.8% | +73.0% | +78.8% | +27.7% |
| All | +151.8% | +74.4% | +77.4% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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