-1.0%
NVO vs VO
+41.0%
-42.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.7% |
| 7D | -7.4% | -2.5% | -4.9% | -5.9% |
| 30D | -5.5% | -3.2% | -2.3% | -3.6% |
| 3M | +4.1% | +3.9% | +0.2% | +1.5% |
| 6M | +19.3% | +9.6% | +9.7% | +12.6% |
| YTD | -9.2% | +11.6% | -20.8% | -14.9% |
| 1Y | -15.0% | +12.6% | -27.6% | -20.6% |
| 3Y | -50.9% | +55.4% | -106.2% | -61.2% |
| All | -1.0% | +41.0% | -42.0% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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