+89.6%
VRT vs NVO
-15.7%
+105.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.1% | +5.7% | +3.8% |
| 7D | -8.4% | -7.6% | -0.8% | -7.6% |
| 30D | -10.9% | -6.0% | -4.9% | -10.4% |
| 3M | -13.7% | -0.8% | -12.9% | -15.6% |
| 6M | -4.1% | +16.5% | -20.6% | -10.3% |
| YTD | +58.7% | -11.1% | +69.9% | +50.9% |
| 1Y | +89.6% | -16.7% | +106.3% | +94.4% |
| All | +89.6% | -15.7% | +105.3% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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