+2,926.4%
V vs NVO
+907.7%
+2,018.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.4% |
| 7D | -1.7% | +2.2% | -3.9% | -2.3% |
| 30D | +2.0% | +6.0% | -4.0% | +0.2% |
| 3M | +17.4% | +7.9% | +9.5% | +14.3% |
| 6M | +17.5% | +27.1% | -9.6% | +8.7% |
| YTD | +7.6% | -3.8% | +11.4% | +6.1% |
| 1Y | +7.7% | -12.8% | +20.6% | +8.6% |
| 3Y | +54.7% | -46.3% | +101.0% | +68.9% |
| 5Y | +73.0% | +3.6% | +69.5% | +42.6% |
| 10Y | +390.9% | +157.0% | +233.8% | +175.0% |
| All | +2,926.4% | +907.7% | +2,018.7% | +609.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling