+2.5%
NOK vs VTV
+712.5%
-709.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.4% | +1.4% |
| 7D | +9.3% | -0.7% | +10.0% | +10.0% |
| 30D | +17.9% | -0.5% | +18.3% | +18.4% |
| 3M | -22.3% | +5.3% | -27.6% | -26.3% |
| 6M | +36.4% | +12.9% | +23.5% | +21.0% |
| YTD | +66.3% | +18.5% | +47.8% | +40.1% |
| 1Y | +134.4% | +25.3% | +109.1% | +85.8% |
| 3Y | +186.6% | +68.2% | +118.4% | +65.5% |
| 5Y | +102.7% | +80.6% | +22.0% | +9.6% |
| 10Y | +129.8% | +232.9% | -103.1% | -39.0% |
| All | +2.5% | +712.5% | -709.9% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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