+69.9%
NAZ vs VOO
+795.4%
-725.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.7% |
| 7D | -1.0% | -0.6% | -0.5% | -1.0% |
| 30D | -1.1% | -3.6% | +2.5% | -0.6% |
| 3M | -14.5% | -2.7% | -11.7% | -14.1% |
| 6M | -15.0% | +2.2% | -17.3% | -15.4% |
| YTD | -7.0% | +10.9% | -17.9% | -8.6% |
| 1Y | -5.6% | +11.3% | -16.9% | -7.3% |
| 3Y | +28.3% | +76.9% | -48.6% | +16.8% |
| 5Y | -15.0% | +73.5% | -88.5% | -22.8% |
| 10Y | +17.9% | +307.7% | -289.7% | -4.3% |
| All | +69.9% | +795.4% | -725.5% | +31.6% |
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 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