+10.6%
NBSM vs VOO
+48.9%
-38.4%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | -3.4% | -2.0% | -1.4% | -1.6% |
| 30D | -4.0% | -1.7% | -2.4% | -2.6% |
| 3M | +5.4% | +4.7% | +0.6% | +0.9% |
| 6M | +8.6% | +12.6% | -3.9% | -2.8% |
| YTD | +11.1% | +11.8% | -0.7% | -0.1% |
| 1Y | +10.0% | +17.5% | -7.6% | -5.7% |
| All | +10.6% | +48.9% | -38.4% | -25.4% |
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