+800.8%
VZ vs NOK
+1,614.1%
-813.3%
-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 | +0.1% | -1.8% | +1.8% | +0.3% |
| 30D | +7.9% | +4.7% | +3.2% | +7.1% |
| 3M | +13.6% | -39.7% | +53.3% | +19.7% |
| 6M | +1.1% | +23.1% | -22.0% | -3.4% |
| YTD | +29.3% | +55.0% | -25.7% | +19.8% |
| 1Y | +21.2% | +118.0% | -96.8% | +6.7% |
| 3Y | +75.9% | +170.5% | -94.6% | +48.6% |
| 5Y | +24.1% | +84.9% | -60.8% | +9.0% |
| 10Y | +62.4% | +112.0% | -49.6% | +30.9% |
| All | +800.8% | +1,614.1% | -813.3% | +479.0% |
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