-2.9%
NAVI vs VOO
+402.4%
-405.3%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.7% |
| 7D | -1.8% | -2.0% | +0.2% | +0.6% |
| 30D | +9.0% | -1.7% | +10.6% | +11.3% |
| 3M | +17.8% | +4.7% | +13.1% | +11.1% |
| 6M | +16.9% | +12.6% | +4.3% | +0.5% |
| YTD | -25.5% | +11.8% | -37.3% | -35.4% |
| 1Y | -24.5% | +17.5% | -42.1% | -38.6% |
| 3Y | -37.2% | +77.0% | -114.2% | -69.2% |
| 5Y | -49.9% | +82.6% | -132.5% | -76.4% |
| 10Y | +4.3% | +320.0% | -315.7% | -81.6% |
| All | -2.9% | +402.4% | -405.3% | -85.0% |
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