-42.8%
NVO vs VG
-39.3%
-3.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.9% |
| 7D | +2.2% | +1.7% | +0.5% | +2.1% |
| 30D | +6.0% | +16.0% | -10.0% | +5.3% |
| 3M | +7.9% | +9.7% | -1.9% | +7.1% |
| 6M | +27.1% | +29.6% | -2.5% | +23.3% |
| YTD | -3.8% | +112.0% | -115.9% | -10.8% |
| 1Y | -12.8% | +12.8% | -25.7% | -15.8% |
| All | -42.8% | -39.3% | -3.5% | -47.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling