+25.9%
NAD vs VOO
+321.7%
-295.8%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.7% |
| 7D | -4.5% | -2.0% | -2.6% | -4.1% |
| 30D | -6.4% | -1.7% | -4.8% | -6.0% |
| 3M | -6.1% | +4.7% | -10.8% | -7.2% |
| 6M | -6.3% | +12.6% | -18.8% | -9.0% |
| YTD | -4.6% | +11.8% | -16.3% | -7.2% |
| 1Y | -0.7% | +17.5% | -18.2% | -4.6% |
| 3Y | +26.2% | +77.0% | -50.8% | +9.2% |
| 5Y | -9.6% | +82.6% | -92.2% | -22.9% |
| All | +25.9% | +321.7% | -295.8% | -11.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling