-49.0%
NB vs VOO
+12.1%
-61.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.2% |
| 7D | -4.5% | +2.6% | -7.1% | -12.0% |
| 30D | -11.8% | -2.0% | -9.8% | -5.0% |
| 3M | -45.9% | -2.8% | -43.1% | -39.7% |
| 6M | -53.4% | +2.2% | -55.6% | -54.7% |
| YTD | -47.7% | +11.5% | -59.3% | -60.4% |
| 1Y | -49.0% | +13.5% | -62.5% | -63.9% |
| All | -49.0% | +12.1% | -61.1% | -63.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling