+67.2%
NBDS vs VOO
+81.8%
-14.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.0% |
| 7D | +0.4% | -0.4% | +0.8% | +0.9% |
| 30D | -2.8% | -1.4% | -1.4% | -0.8% |
| 3M | +3.5% | +3.7% | -0.3% | -1.5% |
| 6M | +24.3% | +13.0% | +11.3% | +5.3% |
| YTD | +13.6% | +12.4% | +1.1% | -2.9% |
| 1Y | +15.0% | +18.6% | -3.6% | -8.4% |
| 3Y | +76.2% | +78.1% | -1.9% | -17.6% |
| All | +67.2% | +81.8% | -14.6% | -23.4% |
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 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