+21.2%
VZ vs NOK
+123.4%
-102.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.6% | -0.7% |
| 7D | +0.1% | -1.8% | +1.8% | 0.0% |
| 30D | +7.9% | +4.7% | +3.2% | +8.2% |
| 3M | +13.6% | -39.7% | +53.3% | +12.3% |
| 6M | +1.1% | +23.1% | -22.0% | +2.3% |
| YTD | +29.3% | +55.0% | -25.7% | +31.9% |
| 1Y | +21.2% | +118.0% | -96.8% | +24.2% |
| All | +21.2% | +123.4% | -102.1% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling