+76.2%
NAK vs VOO
+325.3%
-249.0%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.3% | -4.3% |
| 7D | -4.1% | -0.8% | -3.3% | -3.4% |
| 30D | -17.1% | -1.1% | -16.0% | -16.2% |
| 3M | -27.7% | +3.9% | -31.6% | -30.0% |
| 6M | +4.4% | +13.6% | -9.2% | -5.8% |
| YTD | -28.4% | +12.7% | -41.1% | -35.1% |
| 1Y | +72.0% | +17.6% | +54.4% | +51.1% |
| 3Y | +340.6% | +77.3% | +263.3% | +176.2% |
| 5Y | +176.5% | +84.1% | +92.3% | +66.2% |
| All | +76.2% | +325.3% | -249.0% | -72.6% |
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