+1,081.4%
NBN vs VOO
+325.3%
+756.2%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.3% |
| 7D | -0.2% | -0.8% | +0.6% | +0.5% |
| 30D | -1.2% | -1.1% | -0.2% | -0.3% |
| 3M | +3.1% | +3.9% | -0.8% | -0.3% |
| 6M | +22.3% | +13.6% | +8.7% | +9.3% |
| YTD | +27.7% | +12.7% | +14.9% | +14.8% |
| 1Y | +19.6% | +17.6% | +2.0% | +3.8% |
| 3Y | +193.0% | +77.3% | +115.7% | +79.9% |
| 5Y | +314.0% | +84.1% | +229.9% | +140.4% |
| All | +1,081.4% | +325.3% | +756.2% | +269.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling