+25.2%
VZ vs NVO
-7.7%
+32.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.0% | -2.9% | +2.1% |
| 7D | +6.9% | +10.2% | -3.2% | +7.0% |
| 30D | +2.3% | +12.4% | -10.1% | +2.4% |
| 3M | 0.0% | -3.5% | +3.5% | 0.0% |
| 6M | +0.2% | -3.8% | +4.0% | +0.5% |
| YTD | +20.9% | -13.0% | +33.9% | +18.7% |
| 1Y | +25.2% | -8.2% | +33.5% | +22.0% |
| All | +25.2% | -7.7% | +32.9% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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