-69.2%
NERV vs VOO
+81.6%
-150.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.3% | -5.5% |
| 7D | -8.0% | -0.4% | -7.7% | -7.8% |
| 30D | -10.8% | -1.4% | -9.4% | -10.1% |
| 3M | -13.1% | +3.7% | -16.8% | -14.5% |
| 6M | -48.5% | +13.0% | -61.5% | -51.5% |
| YTD | +2.5% | +12.4% | -10.0% | -2.9% |
| 1Y | +91.6% | +18.6% | +73.0% | +78.2% |
| 3Y | -47.2% | +78.1% | -125.2% | -57.4% |
| 5Y | -69.2% | +82.3% | -151.4% | -72.6% |
| All | -69.2% | +81.6% | -150.7% | -72.6% |
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 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