-1.2%
NBIG vs VOO
+12.9%
-14.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.1% | -9.6% |
| 7D | -2.7% | -0.8% | -1.9% | +2.5% |
| 30D | -29.6% | -1.1% | -28.5% | -23.8% |
| 3M | -37.4% | +3.9% | -41.2% | -47.3% |
| 6M | +83.9% | +13.6% | +70.3% | -10.3% |
| YTD | +162.4% | +12.7% | +149.7% | +49.4% |
| All | -1.2% | +12.9% | -14.1% | -40.8% |
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 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