+1,049.8%
NBN vs VOO
+807.8%
+242.0%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.4% |
| 7D | -0.4% | -0.4% | -0.1% | -0.2% |
| 30D | -3.6% | -1.4% | -2.2% | -2.7% |
| 3M | +3.8% | +3.7% | 0.0% | +1.3% |
| 6M | +20.7% | +13.0% | +7.7% | +11.2% |
| YTD | +24.1% | +12.4% | +11.7% | +14.8% |
| 1Y | +16.4% | +18.6% | -2.2% | +4.1% |
| 3Y | +185.7% | +78.1% | +107.7% | +99.0% |
| 5Y | +302.0% | +82.3% | +219.7% | +172.2% |
| 10Y | +1,053.9% | +322.5% | +731.4% | +443.6% |
| All | +1,049.8% | +807.8% | +242.0% | +438.5% |
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