-48.1%
NEPH vs VOO
+82.8%
-131.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -1.7% |
| 7D | +10.1% | -0.8% | +10.9% | +10.6% |
| 30D | +2.5% | -1.1% | +3.6% | +3.3% |
| 3M | +34.2% | +3.9% | +30.3% | +31.0% |
| 6M | +13.7% | +13.6% | +0.1% | +5.0% |
| YTD | -8.4% | +12.7% | -21.1% | -15.0% |
| 1Y | +6.2% | +17.6% | -11.4% | -4.2% |
| 3Y | +192.2% | +77.3% | +114.8% | +93.2% |
| All | -48.1% | +82.8% | -131.0% | -63.4% |
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