+76.4%
NAC vs VOO
+800.4%
-724.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -4.3% | +2.6% | -6.9% | -4.7% |
| 30D | +1.4% | -2.0% | +3.4% | +1.7% |
| 3M | -15.1% | -2.8% | -12.4% | -14.8% |
| 6M | -13.5% | +2.2% | -15.6% | -13.8% |
| YTD | -10.2% | +11.5% | -21.7% | -11.9% |
| 1Y | -11.4% | +13.5% | -24.9% | -13.3% |
| 3Y | +22.9% | +78.1% | -55.2% | +11.1% |
| 5Y | -14.4% | +73.1% | -87.6% | -22.8% |
| 10Y | +21.0% | +310.7% | -289.7% | -2.7% |
| All | +76.4% | +800.4% | -724.1% | +42.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling