+28.5%
NBXG vs VOO
+96.5%
-68.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | -0.2% |
| 7D | -0.1% | -0.8% | +0.6% | +0.8% |
| 30D | -0.3% | -1.1% | +0.7% | +1.0% |
| 3M | -0.9% | +3.9% | -4.8% | -5.2% |
| 6M | +21.7% | +13.6% | +8.1% | +4.4% |
| YTD | +14.0% | +12.7% | +1.3% | -1.2% |
| 1Y | +12.3% | +17.6% | -5.3% | -7.7% |
| 3Y | +89.8% | +77.3% | +12.5% | -7.9% |
| 5Y | +27.7% | +84.1% | -56.4% | -38.6% |
| All | +28.5% | +96.5% | -68.0% | -39.2% |
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