-26.8%
NB vs VOO
+79.7%
-106.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -4.4% |
| 7D | -1.7% | -0.9% | -0.8% | -0.2% |
| 30D | -11.0% | -2.3% | -8.6% | -7.9% |
| 3M | -45.5% | -1.2% | -44.4% | -44.2% |
| 6M | -52.4% | +3.3% | -55.7% | -52.7% |
| YTD | -44.9% | +12.3% | -57.2% | -48.4% |
| 1Y | -51.2% | +12.5% | -63.7% | -54.2% |
| All | -26.8% | +79.7% | -106.6% | -59.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling