-95.2%
NDLS vs VOO
+487.8%
-583.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.8% | -2.1% |
| 7D | -5.2% | +0.1% | -5.2% | -5.3% |
| 30D | -0.6% | -3.3% | +2.7% | +3.3% |
| 3M | -21.3% | -2.4% | -18.9% | -19.0% |
| 6M | +11.5% | +2.6% | +8.9% | +8.1% |
| YTD | +148.8% | +11.3% | +137.5% | +119.3% |
| 1Y | +148.8% | +13.4% | +135.3% | +115.0% |
| 3Y | -29.9% | +80.3% | -110.2% | -64.7% |
| 5Y | -85.4% | +72.7% | -158.1% | -92.2% |
| 10Y | -58.9% | +310.0% | -369.0% | -90.0% |
| All | -95.2% | +487.8% | -583.0% | -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