+121.4%
NBTX vs VOO
+125.5%
-4.0%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +3.3% |
| 7D | -6.0% | -2.0% | -4.0% | -3.9% |
| 30D | -2.9% | -1.7% | -1.2% | -1.0% |
| 3M | +12.1% | +4.7% | +7.3% | +6.8% |
| 6M | -2.7% | +12.6% | -15.3% | -13.1% |
| YTD | +62.6% | +11.8% | +50.9% | +46.3% |
| 1Y | +302.1% | +17.5% | +284.6% | +247.1% |
| 3Y | +299.2% | +77.0% | +222.2% | +125.6% |
| 5Y | +208.6% | +82.6% | +126.0% | +54.2% |
| All | +121.4% | +125.5% | -4.0% | -18.3% |
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