+37.6%
NBCR vs VOO
+41.4%
-3.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | -0.3% | -0.4% | 0.0% | 0.0% |
| 30D | -1.7% | -1.4% | -0.3% | -0.3% |
| 3M | +3.2% | +3.7% | -0.5% | -0.5% |
| 6M | +10.4% | +13.0% | -2.7% | -2.4% |
| YTD | +8.5% | +12.4% | -3.9% | -3.6% |
| 1Y | +13.3% | +18.6% | -5.3% | -4.6% |
| All | +37.6% | +41.4% | -3.9% | -5.4% |
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