+17.9%
NAZ vs VOO
+306.9%
-288.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.7% |
| 7D | -1.0% | -0.6% | -0.5% | -0.9% |
| 30D | -1.1% | -3.6% | +2.5% | -0.4% |
| 3M | -14.5% | -2.7% | -11.7% | -14.0% |
| 6M | -15.0% | +2.2% | -17.3% | -15.5% |
| YTD | -7.0% | +10.9% | -17.9% | -9.1% |
| 1Y | -5.6% | +11.3% | -16.9% | -7.8% |
| 3Y | +28.3% | +76.9% | -48.6% | +13.2% |
| 5Y | -15.0% | +73.5% | -88.5% | -25.1% |
| 10Y | +17.9% | +307.7% | -289.7% | -18.8% |
| All | +17.9% | +306.9% | -288.9% | -18.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling