-60.4%
NAIL vs VOO
+82.8%
-143.3%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.7% | +1.8% |
| 7D | -13.9% | -0.8% | -13.1% | -11.3% |
| 30D | -26.1% | -1.1% | -25.0% | -22.9% |
| 3M | -30.7% | +3.9% | -34.6% | -38.1% |
| 6M | -32.2% | +13.6% | -45.8% | -53.1% |
| YTD | -38.5% | +12.7% | -51.2% | -56.5% |
| 1Y | -67.1% | +17.6% | -84.7% | -79.8% |
| 3Y | -56.4% | +77.3% | -133.8% | -92.9% |
| All | -60.4% | +82.8% | -143.3% | -91.8% |
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