+192.2%
NEPH vs VOO
+77.4%
+114.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -1.5% |
| 7D | +10.1% | -0.8% | +10.9% | +10.5% |
| 30D | +2.5% | -1.1% | +3.6% | +3.1% |
| 3M | +34.2% | +3.9% | +30.3% | +32.0% |
| 6M | +13.7% | +13.6% | +0.1% | +8.1% |
| YTD | -8.4% | +12.7% | -21.1% | -12.6% |
| 1Y | +6.2% | +17.6% | -11.4% | -0.1% |
| 3Y | +192.2% | +77.3% | +114.8% | +142.2% |
| All | +192.2% | +77.4% | +114.8% | +142.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling