+25.9%
VZ vs NVO
+0.7%
+25.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +0.6% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +7.1% | -3.2% | +10.3% | +7.2% |
| 3M | +12.8% | +11.5% | +1.3% | +12.5% |
| 6M | +1.8% | +22.9% | -21.1% | +1.2% |
| YTD | +30.0% | -6.8% | +36.8% | +29.8% |
| 1Y | +24.3% | -12.6% | +37.0% | +24.3% |
| 3Y | +84.3% | -49.6% | +133.9% | +85.2% |
| 5Y | +25.9% | +0.6% | +25.4% | +16.5% |
| All | +25.9% | +0.7% | +25.3% | +16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling