+99.3%
NE vs VOO
+81.6%
+17.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.5% |
| 7D | -4.5% | -0.4% | -4.1% | -4.1% |
| 30D | +5.5% | -1.4% | +6.9% | +6.9% |
| 3M | +1.4% | +3.7% | -2.3% | -2.9% |
| 6M | +2.1% | +13.0% | -10.9% | -10.9% |
| YTD | +66.3% | +12.4% | +53.8% | +46.0% |
| 1Y | +59.2% | +18.6% | +40.6% | +32.2% |
| 3Y | +3.9% | +78.1% | -74.2% | -40.0% |
| 5Y | +99.3% | +82.3% | +17.0% | +15.5% |
| All | +99.3% | +81.6% | +17.7% | +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 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