-96.0%
NERV vs VOO
+325.3%
-421.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -1.0% |
| 7D | -6.3% | -0.8% | -5.6% | -5.7% |
| 30D | +5.9% | -1.1% | +6.9% | +6.9% |
| 3M | -10.2% | +3.9% | -14.1% | -12.9% |
| 6M | -43.2% | +13.6% | -56.8% | -49.3% |
| YTD | +3.2% | +12.7% | -9.5% | -6.8% |
| 1Y | +94.8% | +17.6% | +77.3% | +70.3% |
| 3Y | -48.1% | +77.3% | -125.4% | -69.1% |
| 5Y | -68.9% | +84.1% | -153.1% | -83.2% |
| All | -96.0% | +325.3% | -421.3% | -99.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling