-99.3%
NBIZ vs VOO
+11.7%
-111.0%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | -0.6% | -14.5% | -19.3% |
| 7D | -35.5% | +0.5% | -36.0% | -33.3% |
| 30D | -70.7% | -0.9% | -69.7% | -71.8% |
| 3M | -86.1% | +3.9% | -90.0% | -75.0% |
| 6M | -99.1% | +14.5% | -113.7% | -96.6% |
| All | -99.3% | +11.7% | -111.0% | -97.7% |
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 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