+38.9%
NDSN vs VOO
+82.8%
-43.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.4% | +1.5% |
| 7D | -0.9% | -0.8% | -0.2% | -0.2% |
| 30D | +1.3% | -1.1% | +2.4% | +2.3% |
| 3M | +10.7% | +3.9% | +6.9% | +6.6% |
| 6M | +15.9% | +13.6% | +2.3% | +2.1% |
| YTD | +32.0% | +12.7% | +19.3% | +17.1% |
| 1Y | +39.7% | +17.6% | +22.1% | +18.8% |
| 3Y | +39.1% | +77.3% | -38.2% | -20.6% |
| All | +38.9% | +82.8% | -43.9% | -21.4% |
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