+60.7%
NOK vs VT
+57.0%
+3.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.2% |
| 7D | +5.4% | +2.4% | +3.0% | +2.5% |
| 30D | -14.1% | -1.5% | -12.6% | -11.8% |
| 3M | -23.6% | -4.1% | -19.5% | -18.7% |
| 6M | -45.1% | +0.6% | -45.7% | -44.0% |
| YTD | +24.7% | +11.0% | +13.7% | +14.7% |
| 1Y | +19.0% | +13.3% | +5.7% | +7.0% |
| 3Y | +147.0% | +73.4% | +73.6% | +36.3% |
| All | +60.7% | +57.0% | +3.7% | +1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling