+51.4%
NORW vs VOO
+81.6%
-30.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +3.1% |
| YTD | +35.5% | +12.4% | +23.1% | +23.1% |
| 1Y | +38.1% | +18.6% | +19.5% | +20.1% |
| 3Y | +88.3% | +78.1% | +10.3% | +15.6% |
| 5Y | +51.4% | +82.3% | -30.9% | -9.6% |
| All | +51.4% | +81.6% | -30.2% | -9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling