+86.8%
NORW vs VOO
+79.1%
+7.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.5% |
| 7D | +1.4% | +0.5% | +0.9% | +1.0% |
| 30D | +7.1% | -0.9% | +8.1% | +7.8% |
| 3M | +8.7% | +3.9% | +4.9% | +5.8% |
| 6M | +13.0% | +14.5% | -1.5% | +2.5% |
| YTD | +34.4% | +13.0% | +21.5% | +23.2% |
| 1Y | +37.9% | +19.4% | +18.5% | +21.3% |
| 3Y | +86.8% | +78.9% | +7.9% | +19.1% |
| All | +86.8% | +79.1% | +7.6% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling