-11.1%
NVO vs VLTO
+21.9%
-33.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.1% |
| 7D | +3.3% | +1.0% | +2.3% | +2.9% |
| 30D | +9.2% | +17.5% | -8.3% | +2.1% |
| 3M | -9.8% | +21.4% | -31.2% | -16.8% |
| 6M | -10.4% | +38.1% | -48.6% | -22.4% |
| YTD | -14.1% | +19.0% | -33.1% | -15.3% |
| 1Y | -11.1% | +20.7% | -31.7% | -12.9% |
| All | -11.1% | +21.9% | -33.0% | -12.9% |
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