-76.8%
NCNO vs VOO
+166.1%
-242.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -2.0% |
| 7D | -8.1% | -0.8% | -7.3% | -7.1% |
| 30D | +11.8% | -1.1% | +12.9% | +13.7% |
| 3M | +44.2% | +3.9% | +40.3% | +36.5% |
| 6M | +34.7% | +13.6% | +21.0% | +12.1% |
| YTD | -17.1% | +12.7% | -29.8% | -30.0% |
| 1Y | -30.2% | +17.6% | -47.8% | -44.6% |
| 3Y | -32.6% | +77.3% | -109.9% | -71.1% |
| 5Y | -71.4% | +84.1% | -155.5% | -88.0% |
| All | -76.8% | +166.1% | -242.9% | -90.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling