+14.1%
NBIL vs VOO
+13.7%
+0.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -0.6% | -9.7% | -5.9% |
| 7D | +15.2% | -2.0% | +17.2% | +32.6% |
| 30D | +22.0% | -1.7% | +23.6% | +39.1% |
| 3M | -27.8% | +4.7% | -32.5% | -40.7% |
| 6M | +157.0% | +12.6% | +144.4% | +41.4% |
| YTD | +179.6% | +11.8% | +167.8% | +77.0% |
| All | +14.1% | +13.7% | +0.4% | -32.6% |
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 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