+140.9%
NOK vs VTR
+33.3%
+107.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.5% | +5.3% | +4.6% |
| 7D | +11.0% | -0.3% | +11.3% | +10.9% |
| 30D | +7.8% | +1.1% | +6.7% | +8.3% |
| 3M | -21.0% | +7.9% | -28.9% | -20.9% |
| 6M | +40.9% | +6.2% | +34.7% | +43.4% |
| YTD | +72.0% | +17.7% | +54.3% | +84.9% |
| 1Y | +140.9% | +32.9% | +108.0% | +176.1% |
| All | +140.9% | +33.3% | +107.6% | +176.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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