+23.0%
NOK vs VXUS
+161.8%
-138.9%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +5.4% | +2.1% | +3.2% | +2.9% |
| 30D | -14.1% | -1.1% | -13.0% | -12.4% |
| 3M | -23.6% | -5.6% | -18.0% | -17.3% |
| 6M | -45.1% | -2.3% | -42.9% | -42.1% |
| YTD | +24.7% | +10.4% | +14.4% | +14.1% |
| 1Y | +19.0% | +13.1% | +6.0% | +5.9% |
| 3Y | +147.0% | +68.0% | +79.0% | +38.5% |
| 5Y | +58.2% | +45.8% | +12.3% | +5.5% |
| 10Y | +122.3% | +144.7% | -22.4% | -21.4% |
| All | +23.0% | +161.8% | -138.9% | -61.2% |
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