+557.4%
NECB vs VOO
+325.3%
+232.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.9% |
| 7D | -1.4% | -0.8% | -0.6% | -1.0% |
| 30D | -0.6% | -1.1% | +0.5% | -0.1% |
| 3M | +5.5% | +3.9% | +1.6% | +3.6% |
| 6M | +17.8% | +13.6% | +4.2% | +11.1% |
| YTD | +21.7% | +12.7% | +9.0% | +15.1% |
| 1Y | +29.5% | +17.6% | +11.9% | +20.2% |
| 3Y | +88.2% | +77.3% | +10.9% | +48.6% |
| 5Y | +194.1% | +84.1% | +110.0% | +126.7% |
| All | +557.4% | +325.3% | +232.1% | +292.9% |
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