-88.0%
NEPH vs VOO
+807.8%
-895.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.1% | +4.0% |
| 7D | +7.1% | -0.4% | +7.5% | +7.3% |
| 30D | +3.2% | -1.4% | +4.6% | +4.2% |
| 3M | +39.1% | +3.7% | +35.4% | +35.8% |
| 6M | +12.7% | +13.0% | -0.3% | +4.2% |
| YTD | -7.4% | +12.4% | -19.8% | -14.0% |
| 1Y | +2.7% | +18.6% | -15.9% | -8.1% |
| 3Y | +177.3% | +78.1% | +99.2% | +85.4% |
| 5Y | -48.2% | +82.3% | -130.4% | -65.7% |
| 10Y | +6.9% | +322.5% | -315.7% | -61.4% |
| All | -88.0% | +807.8% | -895.9% | -97.9% |
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 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