+397.6%
VRT vs NOK
+153.4%
+244.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.3% |
| 7D | +18.6% | +11.0% | +7.6% | +13.8% |
| 30D | -11.7% | -16.0% | +4.4% | -5.1% |
| 3M | -27.3% | -19.8% | -7.5% | -20.8% |
| 6M | -42.9% | -37.1% | -5.7% | -32.9% |
| YTD | +29.5% | +28.0% | +1.5% | +29.7% |
| 1Y | +21.0% | +17.9% | +3.1% | +22.7% |
| All | +397.6% | +153.4% | +244.2% | +351.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling