+72.6%
VZ vs NVO
+220.4%
-147.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -0.6% |
| 7D | +1.5% | +3.3% | -1.8% | +1.2% |
| 30D | +4.4% | +9.2% | -4.8% | +3.6% |
| 3M | -2.4% | -9.8% | +7.4% | -1.7% |
| 6M | +1.4% | -10.4% | +11.9% | +2.1% |
| YTD | +21.4% | -14.1% | +35.5% | +21.7% |
| 1Y | +20.3% | -11.1% | +31.4% | +20.1% |
| 3Y | +57.4% | -54.9% | +112.3% | +64.1% |
| 5Y | +21.9% | -17.4% | +39.4% | +13.3% |
| All | +72.6% | +220.4% | -147.8% | +30.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling