+733.6%
VZ vs NOK
+1,209.1%
-475.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.6% | -1.2% |
| 7D | +2.1% | -10.5% | +12.7% | +3.4% |
| 30D | +1.4% | -27.9% | +29.2% | +4.7% |
| 3M | -1.3% | -18.8% | +17.5% | +0.1% |
| 6M | -0.5% | -41.9% | +41.4% | +3.7% |
| YTD | +19.6% | +18.4% | +1.3% | +13.3% |
| 1Y | +22.4% | +10.9% | +11.5% | +16.7% |
| 3Y | +55.9% | +137.9% | -82.0% | +32.2% |
| 5Y | +20.4% | +47.8% | -27.4% | +7.6% |
| 10Y | +66.9% | +116.4% | -49.5% | +32.2% |
| All | +733.6% | +1,209.1% | -475.5% | +447.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling