+462.1%
NVO vs VXUS
+178.6%
+283.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.8% |
| 7D | +0.1% | +1.6% | -1.5% | -1.0% |
| 30D | -3.2% | +1.0% | -4.2% | -3.9% |
| 3M | +11.5% | +5.7% | +5.8% | +6.9% |
| 6M | +22.9% | +13.6% | +9.3% | +11.8% |
| YTD | -6.8% | +17.4% | -24.2% | -17.0% |
| 1Y | -12.6% | +25.1% | -37.7% | -25.3% |
| 3Y | -49.6% | +75.8% | -125.4% | -65.5% |
| 5Y | +0.6% | +55.4% | -54.8% | -25.8% |
| 10Y | +148.3% | +146.4% | +1.9% | +31.4% |
| All | +462.1% | +178.6% | +283.5% | +169.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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