+0.7%
NVO vs ROIV
+319.8%
-319.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.4% |
| 7D | -4.7% | +22.3% | -27.0% | -6.3% |
| 30D | -5.4% | +16.9% | -22.3% | -6.7% |
| 3M | +7.0% | +43.9% | -37.0% | +3.6% |
| 6M | +17.6% | +41.6% | -24.0% | +13.9% |
| YTD | -8.0% | +92.7% | -100.7% | -13.1% |
| 1Y | -13.8% | +210.2% | -224.0% | -21.0% |
| 3Y | -50.3% | +231.8% | -282.1% | -55.0% |
| 5Y | +0.7% | +319.8% | -319.1% | -19.4% |
| All | +0.7% | +319.8% | -319.1% | -19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling