+43.8%
NBJP vs VOO
+40.0%
+3.8%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | -3.3% | -2.0% | -1.4% | -1.8% |
| 30D | -3.8% | -1.7% | -2.2% | -2.5% |
| 3M | +1.1% | +4.7% | -3.7% | -2.3% |
| 6M | +4.5% | +12.6% | -8.1% | -4.1% |
| YTD | +14.1% | +11.8% | +2.3% | +5.2% |
| 1Y | +19.2% | +17.5% | +1.7% | +6.4% |
| All | +43.8% | +40.0% | +3.8% | +12.4% |
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