-85.2%
NDLS vs VOO
+67.9%
-153.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +0.3% | -6.9% | -7.0% |
| 7D | -8.5% | -2.7% | -5.8% | -5.3% |
| 30D | +2.9% | -5.4% | +8.2% | +10.2% |
| 3M | -22.0% | -4.1% | -18.0% | -17.9% |
| 6M | +24.1% | +0.7% | +23.4% | +22.8% |
| YTD | +147.4% | +8.7% | +138.6% | +122.5% |
| 1Y | +134.2% | +11.0% | +123.2% | +105.7% |
| 3Y | -20.2% | +75.5% | -95.6% | -62.6% |
| All | -85.2% | +67.9% | -153.1% | -92.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling