+2,826.7%
VRT vs NVO
+119.8%
+2,706.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.1% | +6.8% | +4.4% |
| 7D | +13.6% | +0.1% | +13.5% | +13.5% |
| 30D | +6.8% | -3.2% | +10.0% | +7.4% |
| 3M | -3.2% | +11.5% | -14.7% | -7.5% |
| 6M | +20.3% | +22.9% | -2.6% | +11.5% |
| YTD | +79.6% | -6.8% | +86.4% | +76.8% |
| 1Y | +139.0% | -12.6% | +151.6% | +139.2% |
| 3Y | +644.6% | -49.6% | +694.2% | +747.2% |
| 5Y | +1,024.4% | +0.6% | +1,023.8% | +857.2% |
| All | +2,826.7% | +119.8% | +2,706.9% | +1,972.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling