-32.6%
NCNO vs VOO
+77.4%
-110.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -1.7% |
| 7D | -8.1% | -0.8% | -7.3% | -7.3% |
| 30D | +11.8% | -1.1% | +12.9% | +13.3% |
| 3M | +44.2% | +3.9% | +40.3% | +38.4% |
| 6M | +34.7% | +13.6% | +21.0% | +16.6% |
| YTD | -17.1% | +12.7% | -29.8% | -27.3% |
| 1Y | -30.2% | +17.6% | -47.8% | -41.6% |
| 3Y | -32.6% | +77.3% | -109.9% | -65.8% |
| All | -32.6% | +77.4% | -110.0% | -65.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling