-71.3%
NDLS vs VOO
+317.2%
-388.5%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +1.0% |
| 7D | +4.3% | +0.5% | +3.7% | +3.6% |
| 30D | -19.9% | -0.9% | -19.0% | -18.9% |
| 3M | +13.1% | +3.9% | +9.3% | +7.8% |
| 6M | +139.9% | +14.5% | +125.4% | +101.6% |
| YTD | +153.0% | +13.0% | +140.0% | +117.2% |
| 1Y | +168.1% | +19.4% | +148.7% | +113.3% |
| 3Y | -34.9% | +78.9% | -113.8% | -68.7% |
| 5Y | -85.3% | +82.3% | -167.6% | -93.0% |
| All | -71.3% | +317.2% | -388.5% | -94.6% |
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