-16.7%
NVO vs VTV
+24.1%
-40.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.9% | -3.2% |
| 7D | -7.6% | -1.1% | -6.5% | -6.1% |
| 30D | -6.0% | -1.0% | -4.9% | -4.5% |
| 3M | -0.8% | +4.6% | -5.4% | -7.4% |
| 6M | +16.5% | +13.5% | +3.0% | -5.3% |
| YTD | -11.1% | +18.5% | -29.6% | -33.3% |
| 1Y | -16.7% | +22.9% | -39.6% | -40.8% |
| All | -16.7% | +24.1% | -40.9% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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