+118.0%
NOK vs VYM
+21.4%
+96.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.2% |
| 7D | -1.8% | 0.0% | -1.8% | -1.8% |
| 30D | +4.7% | -0.5% | +5.2% | +5.5% |
| 3M | -39.7% | +3.0% | -42.7% | -41.9% |
| 6M | +23.1% | +8.2% | +14.9% | +12.1% |
| YTD | +55.0% | +15.8% | +39.2% | +40.5% |
| 1Y | +118.0% | +20.8% | +97.2% | +93.9% |
| All | +118.0% | +21.4% | +96.6% | +93.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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