-13.9%
NAC vs VOO
+74.6%
-88.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.3% | -1.6% |
| 7D | -2.0% | +3.3% | -5.2% | -2.6% |
| 30D | +0.7% | -2.7% | +3.4% | +1.2% |
| 3M | -13.8% | -1.7% | -12.0% | -13.5% |
| 6M | -12.9% | +3.1% | -16.0% | -13.5% |
| YTD | -9.6% | +11.9% | -21.6% | -11.7% |
| 1Y | -11.1% | +12.1% | -23.1% | -13.2% |
| 3Y | +24.1% | +78.6% | -54.5% | +9.4% |
| 5Y | -13.9% | +73.8% | -87.7% | -25.4% |
| All | -13.9% | +74.6% | -88.5% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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