+208.2%
NBTX vs VOO
+82.8%
+125.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -2.5% |
| 7D | -4.6% | -0.8% | -3.8% | -3.8% |
| 30D | -6.2% | -1.1% | -5.1% | -5.0% |
| 3M | +4.8% | +3.9% | +0.9% | +0.7% |
| 6M | +11.3% | +13.6% | -2.3% | -1.3% |
| YTD | +60.1% | +12.7% | +47.4% | +43.0% |
| 1Y | +272.0% | +17.6% | +254.4% | +221.5% |
| 3Y | +270.5% | +77.3% | +193.1% | +113.0% |
| All | +208.2% | +82.8% | +125.3% | +46.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling