-52.9%
NVO vs VTRS
+84.5%
-137.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.4% |
| 7D | -7.6% | -2.2% | -5.4% | -7.0% |
| 30D | -6.0% | +3.3% | -9.3% | -6.9% |
| 3M | -0.8% | +2.0% | -2.8% | -1.6% |
| 6M | +16.5% | +19.9% | -3.5% | +9.9% |
| YTD | -11.1% | +35.7% | -46.9% | -19.4% |
| 1Y | -16.7% | +68.1% | -84.8% | -29.3% |
| 3Y | -52.9% | +87.1% | -140.0% | -60.7% |
| All | -52.9% | +84.5% | -137.4% | -60.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling