-13.8%
NVO vs VT
+20.4%
-34.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.7% |
| 7D | -4.7% | -0.1% | -4.6% | -4.6% |
| 30D | -5.4% | -0.7% | -4.8% | -4.8% |
| 3M | +7.0% | +4.0% | +3.0% | +1.5% |
| 6M | +17.6% | +12.3% | +5.3% | -0.4% |
| YTD | -8.0% | +14.0% | -22.1% | -23.2% |
| 1Y | -13.8% | +20.3% | -34.1% | -34.6% |
| All | -13.8% | +20.4% | -34.3% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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