+179.3%
NORW vs VOO
+315.3%
-136.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.2% |
| 7D | +2.2% | -0.4% | +2.6% | +2.5% |
| 30D | +6.8% | -1.4% | +8.2% | +7.9% |
| 3M | +10.6% | +3.7% | +6.8% | +7.3% |
| 6M | +14.0% | +13.0% | +1.0% | +3.4% |
| YTD | +35.5% | +12.4% | +23.1% | +23.4% |
| 1Y | +38.1% | +18.6% | +19.5% | +20.7% |
| 3Y | +88.3% | +78.1% | +10.3% | +19.4% |
| 5Y | +51.4% | +82.3% | -30.9% | -6.3% |
| 10Y | +179.3% | +322.5% | -143.3% | -12.7% |
| All | +179.3% | +315.3% | -136.1% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling