-49.7%
NB vs VOO
+101.0%
-150.8%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.9% |
| 7D | -7.9% | -0.8% | -7.1% | -7.2% |
| 30D | -27.1% | -1.1% | -26.0% | -26.3% |
| 3M | -29.8% | +3.9% | -33.7% | -31.4% |
| 6M | -24.1% | +13.6% | -37.7% | -29.1% |
| YTD | -28.2% | +12.7% | -40.9% | -32.6% |
| 1Y | -19.9% | +17.6% | -37.5% | -25.7% |
| 3Y | -2.4% | +77.3% | -79.8% | -12.7% |
| All | -49.7% | +101.0% | -150.8% | -56.9% |
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