-44.6%
NVO vs VG
-38.0%
-6.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.1% | -5.2% | -3.2% |
| 7D | +0.1% | -2.5% | +2.6% | +0.2% |
| 30D | -3.2% | +11.1% | -14.3% | -3.6% |
| 3M | +11.5% | +14.9% | -3.4% | +10.5% |
| 6M | +22.9% | +18.4% | +4.5% | +20.3% |
| YTD | -6.8% | +116.6% | -123.4% | -13.6% |
| 1Y | -12.6% | +9.4% | -22.0% | -15.3% |
| All | -44.6% | -38.0% | -6.6% | -48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling