+141.5%
NAMS vs VOO
+112.4%
+29.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.2% |
| 7D | +2.8% | +0.5% | +2.3% | +2.6% |
| 30D | -8.3% | -0.9% | -7.4% | -7.9% |
| 3M | -17.2% | +3.9% | -21.1% | -18.8% |
| 6M | -14.2% | +14.5% | -28.7% | -19.7% |
| YTD | -26.9% | +13.0% | -39.9% | -31.2% |
| 1Y | +2.2% | +19.4% | -17.3% | -6.2% |
| 3Y | +160.2% | +78.9% | +81.3% | +113.3% |
| 5Y | +156.8% | +82.3% | +74.5% | +110.3% |
| All | +141.5% | +112.4% | +29.1% | +87.2% |
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