-95.7%
NAMM vs VOO
+30.6%
-126.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.4% | -5.9% | -5.3% |
| 7D | -5.0% | +0.1% | -5.1% | -5.1% |
| 30D | -10.1% | +0.1% | -10.1% | -10.2% |
| 3M | -33.0% | +2.0% | -35.0% | -36.7% |
| 6M | -59.0% | +13.0% | -72.0% | -71.1% |
| YTD | +32.7% | +13.6% | +19.1% | -4.6% |
| 1Y | -59.0% | +20.1% | -79.1% | -70.4% |
| All | -95.7% | +30.6% | -126.3% | -96.6% |
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 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