-49.6%
NVO vs ROIV
+253.6%
-303.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +18.8% | -21.8% | -6.1% |
| 7D | +0.1% | +20.2% | -20.1% | -3.2% |
| 30D | -3.2% | +14.1% | -17.4% | -5.6% |
| 3M | +11.5% | +45.6% | -34.1% | +3.6% |
| 6M | +22.9% | +44.1% | -21.2% | +14.0% |
| YTD | -6.8% | +91.2% | -98.0% | -18.2% |
| 1Y | -12.6% | +221.3% | -233.9% | -29.2% |
| 3Y | -49.6% | +229.2% | -278.8% | -60.5% |
| All | -49.6% | +253.6% | -303.2% | -60.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling