+194.3%
NOK vs VTI
+75.8%
+118.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.8% | +4.0% | +4.0% |
| 7D | +11.0% | -0.9% | +11.9% | +11.9% |
| 30D | +7.8% | -1.4% | +9.3% | +9.4% |
| 3M | -21.0% | +3.6% | -24.6% | -23.1% |
| 6M | +40.9% | +13.6% | +27.3% | +28.5% |
| YTD | +72.0% | +12.9% | +59.1% | +57.8% |
| 1Y | +140.9% | +17.2% | +123.7% | +115.3% |
| 3Y | +194.3% | +75.7% | +118.6% | +74.0% |
| All | +194.3% | +75.8% | +118.5% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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