-63.9%
NVO vs VIK
+225.1%
-289.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -2.3% |
| 7D | -7.6% | -0.9% | -6.6% | -7.5% |
| 30D | -6.0% | -18.4% | +12.4% | -2.9% |
| 3M | -0.8% | -8.8% | +8.0% | +0.4% |
| 6M | +16.5% | +17.1% | -0.7% | +12.3% |
| YTD | -11.1% | +19.0% | -30.2% | -14.3% |
| 1Y | -16.7% | +30.1% | -46.9% | -20.7% |
| All | -63.9% | +225.1% | -289.0% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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