+89.6%
VRT vs NOK
+143.5%
-53.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.8% | -1.2% | +1.5% |
| 7D | -8.4% | +11.0% | -19.3% | -12.4% |
| 30D | -10.9% | +7.8% | -18.7% | -13.6% |
| 3M | -13.7% | -21.0% | +7.3% | -6.2% |
| 6M | -4.1% | +40.9% | -45.0% | -12.1% |
| YTD | +58.7% | +72.0% | -13.3% | +40.5% |
| 1Y | +89.6% | +140.9% | -51.3% | +54.2% |
| All | +89.6% | +143.5% | -53.9% | +54.2% |
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 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