-8.6%
NDMO vs VOO
+139.1%
-147.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | -3.2% | -0.8% | -2.4% | -3.0% |
| 30D | -4.9% | -1.1% | -3.8% | -4.6% |
| 3M | -7.7% | +3.9% | -11.6% | -8.6% |
| 6M | -5.9% | +13.6% | -19.5% | -8.7% |
| YTD | -2.4% | +12.7% | -15.1% | -5.2% |
| 1Y | -5.8% | +17.6% | -23.3% | -9.4% |
| 3Y | +8.6% | +77.3% | -68.7% | -6.1% |
| 5Y | -20.1% | +84.1% | -104.2% | -32.5% |
| All | -8.6% | +139.1% | -147.7% | -23.9% |
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