+198.9%
NEM vs VOO
+812.0%
-613.1%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.5% |
| 7D | +3.9% | +0.5% | +3.3% | +3.6% |
| 30D | +12.7% | -0.9% | +13.7% | +13.3% |
| 3M | +28.7% | +3.9% | +24.8% | +26.6% |
| 6M | +9.8% | +14.5% | -4.8% | +3.7% |
| YTD | +28.1% | +13.0% | +15.2% | +21.9% |
| 1Y | +69.3% | +19.4% | +49.9% | +57.4% |
| 3Y | +247.7% | +78.9% | +168.8% | +171.3% |
| 5Y | +153.4% | +82.3% | +71.1% | +93.7% |
| 10Y | +291.3% | +314.2% | -22.9% | +102.5% |
| All | +198.9% | +812.0% | -613.1% | -1.6% |
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