+10.7%
NBIL vs VOO
+14.6%
-3.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.8% | -9.1% |
| 7D | -2.7% | -0.8% | -1.9% | +2.4% |
| 30D | -29.6% | -1.1% | -28.6% | -24.0% |
| 3M | -36.4% | +3.9% | -40.3% | -45.7% |
| 6M | +89.1% | +13.6% | +75.4% | -3.2% |
| YTD | +171.4% | +12.7% | +158.7% | +60.9% |
| All | +10.7% | +14.6% | -3.9% | -38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling