-71.7%
NDLS vs VOO
+315.3%
-387.1%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.1% |
| 7D | +0.6% | -0.4% | +1.0% | +1.1% |
| 30D | -12.2% | -1.4% | -10.8% | -10.6% |
| 3M | +5.9% | +3.7% | +2.2% | +1.1% |
| 6M | +135.5% | +13.0% | +122.5% | +101.2% |
| YTD | +148.8% | +12.4% | +136.3% | +114.8% |
| 1Y | +163.6% | +18.6% | +145.0% | +111.6% |
| 3Y | -36.0% | +78.1% | -114.1% | -69.0% |
| 5Y | -85.5% | +82.3% | -167.8% | -93.1% |
| 10Y | -71.7% | +322.5% | -394.3% | -94.7% |
| All | -71.7% | +315.3% | -387.1% | -94.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling