-49.4%
NAVI vs VOO
+82.8%
-132.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.1% | +2.0% |
| 7D | -2.2% | -0.8% | -1.4% | -1.3% |
| 30D | +8.4% | -1.1% | +9.5% | +9.7% |
| 3M | +21.4% | +3.9% | +17.6% | +16.4% |
| 6M | +20.6% | +13.6% | +7.0% | +4.3% |
| YTD | -23.3% | +12.7% | -36.0% | -33.1% |
| 1Y | -23.4% | +17.6% | -41.0% | -36.4% |
| 3Y | -36.2% | +77.3% | -113.6% | -66.7% |
| All | -49.4% | +82.8% | -132.2% | -74.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling