+2,723.0%
VRT vs NOK
+113.1%
+2,609.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.7% | +1.7% | +3.5% |
| 7D | +9.1% | -1.8% | +10.9% | +9.8% |
| 30D | +0.9% | +4.7% | -3.8% | -0.6% |
| 3M | -13.4% | -39.7% | +26.3% | +1.7% |
| 6M | +11.7% | +23.1% | -11.4% | +4.7% |
| YTD | +73.2% | +55.0% | +18.2% | +51.6% |
| 1Y | +123.4% | +118.0% | +5.4% | +74.0% |
| 3Y | +606.2% | +170.5% | +435.7% | +403.7% |
| 5Y | +899.9% | +84.9% | +815.0% | +693.8% |
| All | +2,723.0% | +113.1% | +2,609.9% | +1,568.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling