-78.5%
NAK vs VOO
+807.8%
-886.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.8% |
| 7D | -3.8% | -0.4% | -3.4% | -3.5% |
| 30D | -10.0% | -1.4% | -8.6% | -8.7% |
| 3M | -21.1% | +3.7% | -24.9% | -23.6% |
| 6M | +13.3% | +13.0% | +0.3% | +1.9% |
| YTD | -22.3% | +12.4% | -34.8% | -29.9% |
| 1Y | +88.9% | +18.6% | +70.3% | +62.8% |
| 3Y | +427.6% | +78.1% | +349.5% | +210.6% |
| 5Y | +218.8% | +82.3% | +136.5% | +80.3% |
| 10Y | +93.7% | +322.5% | -228.9% | -58.6% |
| All | -78.5% | +807.8% | -886.3% | -98.7% |
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