+558.1%
VRT vs NVO
-51.9%
+610.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.1% | +5.7% | +4.0% |
| 7D | -8.4% | -7.6% | -0.8% | -7.1% |
| 30D | -10.9% | -6.0% | -4.9% | -10.0% |
| 3M | -13.7% | -0.8% | -12.9% | -14.8% |
| 6M | -4.1% | +16.5% | -20.6% | -9.2% |
| YTD | +58.7% | -11.1% | +69.9% | +57.3% |
| 1Y | +89.6% | -16.7% | +106.3% | +90.9% |
| 3Y | +558.1% | -52.9% | +611.1% | +672.1% |
| All | +558.1% | -51.9% | +610.1% | +672.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling