+57.1%
NBH vs VOO
+807.8%
-750.7%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | -1.6% | -0.4% | -1.2% | -1.5% |
| 30D | -2.8% | -1.4% | -1.4% | -2.6% |
| 3M | -3.2% | +3.7% | -7.0% | -3.9% |
| 6M | -0.9% | +13.0% | -13.9% | -3.2% |
| YTD | +1.6% | +12.4% | -10.8% | -0.6% |
| 1Y | +2.8% | +18.6% | -15.7% | -0.4% |
| 3Y | +20.5% | +78.1% | -57.5% | +8.0% |
| 5Y | -19.5% | +82.3% | -101.7% | -28.6% |
| 10Y | +1.3% | +322.5% | -321.2% | -19.8% |
| All | +57.1% | +807.8% | -750.7% | +26.6% |
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