+118.7%
NE vs VOO
+92.9%
+25.8%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.2% |
| 7D | -1.8% | -2.0% | +0.2% | +0.1% |
| 30D | +3.9% | -1.7% | +5.6% | +5.5% |
| 3M | -0.1% | +4.7% | -4.8% | -5.2% |
| 6M | +2.5% | +12.6% | -10.0% | -10.1% |
| YTD | +67.3% | +11.8% | +55.5% | +47.9% |
| 1Y | +57.9% | +17.5% | +40.4% | +32.5% |
| 3Y | +4.5% | +77.0% | -72.5% | -38.8% |
| 5Y | +93.6% | +82.6% | +11.0% | +11.7% |
| All | +118.7% | +92.9% | +25.8% | +15.5% |
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