+64.4%
VZ vs NOK
+127.4%
-63.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.4% | -1.4% |
| 7D | -1.0% | +9.3% | -10.3% | -1.4% |
| 30D | +5.8% | +17.9% | -12.1% | +4.8% |
| 3M | +10.5% | -22.3% | +32.8% | +11.8% |
| 6M | +1.8% | +36.4% | -34.6% | -1.2% |
| YTD | +28.3% | +66.3% | -38.0% | +22.6% |
| 1Y | +22.0% | +134.4% | -112.5% | +13.2% |
| 3Y | +81.8% | +186.6% | -104.7% | +64.9% |
| 5Y | +25.3% | +102.7% | -77.3% | +15.8% |
| 10Y | +64.4% | +129.8% | -65.4% | +42.5% |
| All | +64.4% | +127.4% | -63.0% | +42.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling