+20.3%
VZ vs NOK
+14.5%
+5.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | -0.6% |
| 7D | +1.5% | +5.4% | -3.9% | +2.0% |
| 30D | +4.4% | -14.1% | +18.5% | +3.4% |
| 3M | -2.4% | -23.6% | +21.2% | -3.8% |
| 6M | +1.4% | -45.1% | +46.6% | -0.5% |
| YTD | +21.4% | +24.7% | -3.3% | +20.0% |
| 1Y | +20.3% | +19.0% | +1.2% | +18.9% |
| All | +20.3% | +14.5% | +5.8% | +18.9% |
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