-49.3%
NVO vs VG
-50.2%
+1.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.3% | +0.3% | +2.6% |
| 7D | +2.3% | -8.3% | +10.6% | +2.5% |
| 30D | +7.1% | -10.3% | +17.4% | +7.3% |
| 3M | -11.3% | -10.8% | -0.5% | -11.3% |
| 6M | -9.0% | +3.5% | -12.5% | -9.9% |
| YTD | -14.6% | +74.0% | -88.6% | -20.4% |
| 1Y | -4.9% | +48.9% | -53.8% | -10.7% |
| All | -49.3% | -50.2% | +1.0% | -52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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