+317.6%
VOO vs NOK
+144.6%
+173.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.8% | -4.0% | 0.0% |
| 7D | -0.8% | +11.0% | -11.7% | -2.6% |
| 30D | -1.1% | +7.8% | -8.9% | -2.5% |
| 3M | +3.9% | -21.0% | +24.9% | +7.5% |
| 6M | +13.6% | +40.9% | -27.3% | +4.0% |
| YTD | +12.7% | +72.0% | -59.3% | -1.1% |
| 1Y | +17.6% | +140.9% | -123.3% | -4.5% |
| 3Y | +77.3% | +194.3% | -116.9% | +36.2% |
| 5Y | +84.1% | +112.5% | -28.4% | +49.2% |
| All | +317.6% | +144.6% | +173.0% | +194.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 10y: compounded portfolio wealth divided by compounded NOK 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…
10y analysis · Full analysis span regression · 6 months rolling