+59.7%
NBCM vs VOO
+112.0%
-52.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -0.9% | +2.6% | -3.5% | -1.5% |
| 30D | -7.4% | -2.0% | -5.4% | -7.1% |
| 3M | 0.0% | -2.8% | +2.8% | +0.5% |
| 6M | -4.2% | +2.2% | -6.3% | -4.8% |
| YTD | +29.6% | +11.5% | +18.1% | +25.9% |
| 1Y | +30.9% | +13.5% | +17.4% | +26.5% |
| 3Y | +57.0% | +78.1% | -21.1% | +30.6% |
| All | +59.7% | +112.0% | -52.3% | +26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling