-3.9%
NOK vs VTI
+946.7%
-950.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.6% |
| 7D | +8.7% | -2.0% | +10.7% | +11.2% |
| 30D | +12.5% | -1.9% | +14.4% | +15.1% |
| 3M | -20.7% | +4.5% | -25.3% | -24.2% |
| 6M | +36.2% | +12.6% | +23.6% | +20.3% |
| YTD | +64.1% | +12.0% | +52.1% | +46.1% |
| 1Y | +132.4% | +17.3% | +115.0% | +95.9% |
| 3Y | +182.9% | +75.3% | +107.5% | +45.7% |
| 5Y | +102.8% | +74.0% | +28.8% | +4.9% |
| 10Y | +126.8% | +300.0% | -173.2% | -60.3% |
| All | -3.9% | +946.7% | -950.6% | -94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling