+953.6%
VRT vs NOK
+103.7%
+849.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.0% | -10.6% | -10.1% |
| 7D | +2.4% | +9.3% | -6.9% | -2.0% |
| 30D | -2.7% | +17.9% | -20.5% | -10.2% |
| 3M | -9.2% | -22.3% | +13.1% | +2.1% |
| 6M | -0.5% | +36.4% | -36.9% | -15.7% |
| YTD | +62.3% | +66.3% | -4.0% | +25.3% |
| 1Y | +109.6% | +134.4% | -24.9% | +31.2% |
| 3Y | +573.1% | +186.6% | +386.5% | +256.4% |
| 5Y | +953.6% | +102.7% | +851.0% | +628.9% |
| All | +953.6% | +103.7% | +849.9% | +628.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling