-10.9%
NAD vs VOO
+74.6%
-85.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -2.0% |
| 7D | -2.3% | +3.3% | -5.6% | -3.1% |
| 30D | +3.1% | -2.7% | +5.7% | +3.7% |
| 3M | -9.0% | -1.7% | -7.2% | -8.6% |
| 6M | -8.5% | +3.1% | -11.6% | -9.2% |
| YTD | -7.2% | +11.9% | -19.2% | -9.9% |
| 1Y | -6.4% | +12.1% | -18.5% | -9.2% |
| 3Y | +23.8% | +78.6% | -54.8% | +6.3% |
| 5Y | -10.9% | +73.8% | -84.7% | -24.2% |
| All | -10.9% | +74.6% | -85.4% | -24.2% |
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