+108.6%
NE vs VOO
+92.4%
+16.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.8% |
| 7D | +6.8% | +2.6% | +4.2% | +4.2% |
| 30D | +1.7% | -2.0% | +3.7% | +3.3% |
| 3M | -0.4% | -2.8% | +2.3% | +1.7% |
| 6M | -13.0% | +2.2% | -15.2% | -15.9% |
| YTD | +59.6% | +11.5% | +48.1% | +40.7% |
| 1Y | +54.2% | +13.5% | +40.7% | +33.4% |
| 3Y | +7.6% | +78.1% | -70.5% | -37.6% |
| 5Y | +92.5% | +73.1% | +19.4% | +12.7% |
| All | +108.6% | +92.4% | +16.2% | +9.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling