-95.3%
NDLS vs VOO
+485.8%
-581.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.2% |
| 7D | -6.1% | -0.6% | -5.6% | -5.6% |
| 30D | -2.3% | -3.6% | +1.4% | +2.1% |
| 3M | -13.6% | -2.7% | -10.9% | -10.8% |
| 6M | +9.7% | +2.2% | +7.5% | +6.8% |
| YTD | +144.7% | +10.9% | +133.8% | +116.6% |
| 1Y | +148.2% | +11.3% | +136.9% | +119.4% |
| 3Y | -33.7% | +76.9% | -110.6% | -65.8% |
| 5Y | -85.4% | +73.5% | -158.9% | -92.2% |
| 10Y | -61.0% | +307.7% | -368.6% | -90.4% |
| All | -95.3% | +485.8% | -581.1% | -98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling