+118.0%
NOK vs VTRS
+66.3%
+51.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.0% | +2.7% |
| 7D | -1.8% | +3.3% | -5.1% | -2.0% |
| 30D | +4.7% | -3.6% | +8.3% | +5.0% |
| 3M | -39.7% | +7.0% | -46.6% | -39.8% |
| 6M | +23.1% | +17.5% | +5.6% | +18.8% |
| YTD | +55.0% | +38.8% | +16.2% | +51.1% |
| 1Y | +118.0% | +69.2% | +48.8% | +116.7% |
| All | +118.0% | +66.3% | +51.7% | +116.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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