+72.4%
NBCM vs VOO
+114.2%
-41.8%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.3% |
| 7D | +2.0% | -0.8% | +2.7% | +2.1% |
| 30D | +6.9% | -1.1% | +8.0% | +7.2% |
| 3M | +13.0% | +3.9% | +9.1% | +12.0% |
| 6M | +13.6% | +13.6% | 0.0% | +10.0% |
| YTD | +39.9% | +12.7% | +27.2% | +35.7% |
| 1Y | +48.9% | +17.6% | +31.3% | +42.7% |
| 3Y | +64.5% | +77.3% | -12.8% | +37.6% |
| All | +72.4% | +114.2% | -41.8% | +36.1% |
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