+123.4%
VRT vs NOK
+123.4%
0.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.7% | +1.7% | +3.2% |
| 7D | +9.1% | -1.8% | +10.9% | +10.0% |
| 30D | +0.9% | +4.7% | -3.8% | -0.9% |
| 3M | -13.4% | -39.7% | +26.3% | +3.4% |
| 6M | +11.7% | +23.1% | -11.4% | +8.3% |
| YTD | +73.2% | +55.0% | +18.2% | +61.2% |
| 1Y | +123.4% | +118.0% | +5.4% | +98.6% |
| All | +123.4% | +123.4% | 0.0% | +98.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling