-14.0%
NVO vs VLTO
-9.3%
-4.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.0% |
| 7D | -4.7% | -2.6% | -2.2% | -3.7% |
| 30D | -5.4% | -2.5% | -3.0% | -4.5% |
| 3M | +7.0% | +10.1% | -3.1% | +2.2% |
| 6M | +17.6% | +1.0% | +16.6% | +18.8% |
| YTD | -8.0% | -4.8% | -3.3% | -2.2% |
| All | -14.0% | -9.3% | -4.6% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling