+756.6%
NECB vs VOO
+812.0%
-55.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.4% |
| 7D | +2.1% | +0.5% | +1.5% | +1.9% |
| 30D | +0.2% | -0.9% | +1.2% | +0.6% |
| 3M | +7.9% | +3.9% | +4.0% | +6.3% |
| 6M | +16.3% | +14.5% | +1.8% | +10.5% |
| YTD | +21.4% | +13.0% | +8.4% | +15.9% |
| 1Y | +27.4% | +19.4% | +8.0% | +19.2% |
| 3Y | +86.7% | +78.9% | +7.9% | +53.6% |
| 5Y | +190.7% | +82.3% | +108.4% | +135.8% |
| 10Y | +537.1% | +314.2% | +222.9% | +306.3% |
| All | +756.6% | +812.0% | -55.4% | +351.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling