+688.8%
VRT vs NOK
+61.7%
+627.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.5% |
| 7D | +18.6% | +11.0% | +7.6% | +12.6% |
| 30D | -11.7% | -16.0% | +4.4% | -3.1% |
| 3M | -27.3% | -19.8% | -7.5% | -18.8% |
| 6M | -42.9% | -37.1% | -5.7% | -29.3% |
| YTD | +29.5% | +28.0% | +1.5% | +13.6% |
| 1Y | +21.0% | +17.9% | +3.1% | +10.0% |
| 3Y | +403.1% | +152.7% | +250.4% | +167.9% |
| 5Y | +688.8% | +62.3% | +626.5% | +535.3% |
| All | +688.8% | +61.7% | +627.1% | +535.3% |
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