+74.3%
NBCM vs VOO
+112.4%
-38.2%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +2.5% | -2.0% | +4.4% | +2.9% |
| 30D | +8.4% | -1.7% | +10.1% | +8.8% |
| 3M | +13.6% | +4.7% | +8.9% | +12.3% |
| 6M | +17.1% | +12.6% | +4.5% | +13.6% |
| YTD | +41.4% | +11.8% | +29.6% | +37.4% |
| 1Y | +50.2% | +17.5% | +32.7% | +43.9% |
| 3Y | +67.6% | +77.0% | -9.4% | +40.1% |
| All | +74.3% | +112.4% | -38.2% | +37.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling