+73.3%
VZ vs NVO
+212.9%
-139.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | 0.0% |
| 7D | +0.9% | +0.9% | +0.1% | +0.9% |
| 30D | +6.9% | +6.8% | +0.1% | +6.4% |
| 3M | +0.6% | -11.3% | +11.9% | +1.5% |
| 6M | +0.3% | -12.4% | +12.7% | +1.1% |
| YTD | +21.9% | -16.1% | +38.0% | +22.5% |
| 1Y | +21.7% | -15.1% | +36.8% | +22.0% |
| 3Y | +58.5% | -56.2% | +114.7% | +65.7% |
| 5Y | +22.4% | -19.4% | +41.8% | +13.9% |
| All | +73.3% | +212.9% | -139.5% | +30.9% |
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