-12.7%
NVO vs VTRS
+88.0%
-100.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -4.0% |
| 7D | +3.0% | -1.2% | +4.2% | +3.4% |
| 30D | +7.4% | +8.2% | -0.8% | +4.7% |
| 3M | -8.3% | +8.3% | -16.6% | -10.9% |
| 6M | -9.0% | +24.1% | -33.1% | -15.5% |
| YTD | -16.8% | +56.0% | -72.8% | -29.1% |
| 1Y | -12.7% | +82.7% | -95.4% | -31.4% |
| All | -12.7% | +88.0% | -100.7% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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