-95.1%
NDLS vs VOO
+500.0%
-595.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.1% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | -21.0% | +0.1% | -21.0% | -20.9% |
| 3M | +9.6% | +2.0% | +7.6% | +7.1% |
| 6M | +116.0% | +13.0% | +103.0% | +86.5% |
| YTD | +152.1% | +13.6% | +138.5% | +117.3% |
| 1Y | +159.4% | +20.1% | +139.3% | +108.4% |
| 3Y | -36.7% | +77.6% | -114.3% | -67.5% |
| 5Y | -85.5% | +82.4% | -167.9% | -92.6% |
| 10Y | -72.7% | +316.8% | -389.5% | -93.5% |
| All | -95.1% | +500.0% | -595.1% | -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