-58.9%
NDLS vs VOO
+317.9%
-376.8%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.8% | -2.3% |
| 7D | -5.2% | +0.1% | -5.2% | -5.3% |
| 30D | -0.6% | -3.3% | +2.7% | +3.6% |
| 3M | -21.3% | -2.4% | -18.9% | -18.9% |
| 6M | +11.5% | +2.6% | +8.9% | +7.8% |
| YTD | +148.8% | +11.3% | +137.5% | +117.2% |
| 1Y | +148.8% | +13.4% | +135.3% | +112.5% |
| 3Y | -29.9% | +80.3% | -110.2% | -66.8% |
| 5Y | -85.4% | +72.7% | -158.1% | -92.6% |
| 10Y | -58.9% | +310.0% | -369.0% | -95.1% |
| All | -58.9% | +317.9% | -376.8% | -95.1% |
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