-93.4%
NAKA vs VOO
+49.8%
-143.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +1.6% |
| 7D | +3.9% | -0.4% | +4.3% | +5.2% |
| 30D | +58.3% | -1.4% | +59.7% | +65.5% |
| 3M | +84.7% | +3.7% | +81.0% | +70.5% |
| 6M | -22.7% | +13.0% | -35.7% | -43.8% |
| YTD | -43.2% | +12.4% | -55.6% | -57.6% |
| 1Y | -97.5% | +18.6% | -116.1% | -98.4% |
| All | -93.4% | +49.8% | -143.2% | -96.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling