+38.0%
NBOS vs VOO
+59.1%
-21.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -0.2% | -0.6% | +0.4% | +0.1% |
| 30D | -1.3% | -3.6% | +2.3% | +0.8% |
| 3M | +0.8% | -2.7% | +3.5% | +2.4% |
| 6M | +5.4% | +2.2% | +3.1% | +3.9% |
| YTD | +10.8% | +10.9% | -0.1% | +4.1% |
| 1Y | +12.9% | +11.3% | +1.6% | +5.8% |
| All | +38.0% | +59.1% | -21.1% | +8.1% |
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