+13.8%
VRT vs NOK
+19.5%
-5.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -2.6% | -10.3% | -11.5% |
| 7D | -15.4% | -10.4% | -5.0% | -10.0% |
| 30D | -19.0% | -19.0% | +0.1% | -9.5% |
| 3M | -23.8% | -16.7% | -7.1% | -16.6% |
| 6M | -37.9% | -37.1% | -0.7% | -22.5% |
| YTD | +27.0% | +27.7% | -0.7% | +13.2% |
| 1Y | +13.8% | +21.3% | -7.5% | +2.8% |
| All | +13.8% | +19.5% | -5.7% | +2.8% |
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