+773.9%
NVO vs VT
+346.0%
+427.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +0.8% | -2.3% | +3.1% | +2.4% |
| 30D | +5.4% | -5.0% | +10.3% | +9.0% |
| 3M | -11.2% | -4.9% | -6.3% | -8.2% |
| 6M | -10.8% | -1.5% | -9.2% | -10.3% |
| YTD | -16.8% | +8.5% | -25.3% | -21.3% |
| 1Y | -9.0% | +11.4% | -20.4% | -15.3% |
| 3Y | -56.5% | +70.1% | -126.6% | -69.2% |
| 5Y | -20.3% | +53.7% | -74.0% | -40.3% |
| 10Y | +196.5% | +220.0% | -23.5% | +33.9% |
| All | +773.9% | +346.0% | +427.9% | +195.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling