+38.8%
NVO vs ROIV
+276.5%
-237.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.6% | +2.5% |
| 7D | +3.3% | +1.7% | +1.6% | +3.1% |
| 30D | +9.2% | +17.6% | -8.4% | +7.8% |
| 3M | -9.8% | +9.0% | -18.7% | -10.6% |
| 6M | -10.4% | +35.3% | -45.7% | -13.0% |
| YTD | -14.1% | +82.2% | -96.3% | -18.5% |
| 1Y | -11.1% | +92.3% | -103.4% | -16.0% |
| 3Y | -54.9% | +336.8% | -391.7% | -59.6% |
| 5Y | -17.4% | +370.6% | -388.0% | -31.0% |
| All | +38.8% | +276.5% | -237.6% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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