+91.8%
NAZ vs VOO
+817.1%
-725.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -1.2% |
| 7D | -3.2% | +0.1% | -3.3% | -3.2% |
| 30D | -1.4% | +0.1% | -1.5% | -1.4% |
| 3M | -7.8% | +2.0% | -9.9% | -8.2% |
| 6M | +0.4% | +13.0% | -12.6% | -1.6% |
| YTD | +4.9% | +13.6% | -8.7% | +2.8% |
| 1Y | +7.5% | +20.1% | -12.6% | +4.3% |
| 3Y | +39.6% | +77.6% | -37.9% | +27.0% |
| 5Y | -2.1% | +82.4% | -84.6% | -11.8% |
| 10Y | +15.2% | +316.8% | -301.6% | -6.9% |
| All | +91.8% | +817.1% | -725.3% | +48.0% |
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