+26.2%
NOK vs VXUS
+161.9%
-135.7%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -0.8% |
| 7D | +11.0% | +2.3% | +8.7% | +8.2% |
| 30D | -16.0% | -2.2% | -13.8% | -13.1% |
| 3M | -19.8% | -5.4% | -14.4% | -13.4% |
| 6M | -37.1% | -1.2% | -35.9% | -34.3% |
| YTD | +28.0% | +10.4% | +17.6% | +17.0% |
| 1Y | +17.9% | +11.8% | +6.1% | +6.3% |
| 3Y | +152.7% | +68.4% | +84.3% | +41.4% |
| 5Y | +62.3% | +45.9% | +16.4% | +8.2% |
| 10Y | +128.1% | +144.7% | -16.7% | -19.3% |
| All | +26.2% | +161.9% | -135.7% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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