+69.6%
V vs NVO
-1.1%
+70.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.1% |
| 7D | -3.0% | -7.4% | +4.3% | -2.0% |
| 30D | +1.2% | -5.5% | +6.7% | +2.0% |
| 3M | +13.9% | +4.1% | +9.8% | +13.1% |
| 6M | +17.2% | +19.3% | -2.1% | +14.1% |
| YTD | +5.3% | -9.2% | +14.5% | +5.6% |
| 1Y | +9.5% | -15.0% | +24.5% | +10.4% |
| 3Y | +51.9% | -50.9% | +102.8% | +58.2% |
| 5Y | +69.6% | -0.9% | +70.4% | +40.2% |
| All | +69.6% | -1.1% | +70.7% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 5y: compounded portfolio wealth divided by compounded NVO 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…
5y analysis · Full analysis span regression · 6 months rolling