+27.2%
NBIL vs VOO
+14.4%
+12.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | +0.4% |
| 7D | +36.2% | -0.4% | +36.5% | +38.5% |
| 30D | +49.1% | -1.4% | +50.5% | +65.5% |
| 3M | -26.0% | +3.7% | -29.7% | -35.6% |
| 6M | +196.5% | +13.0% | +183.5% | +57.4% |
| YTD | +211.8% | +12.4% | +199.3% | +88.1% |
| All | +27.2% | +14.4% | +12.9% | -28.3% |
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