-90.8%
NERV vs VOO
+381.4%
-472.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.4% | -5.2% | -5.2% |
| 7D | -8.5% | +0.1% | -8.6% | -8.5% |
| 30D | +1.8% | +0.1% | +1.8% | +1.8% |
| 3M | -7.3% | +2.0% | -9.3% | -8.9% |
| 6M | -35.1% | +13.0% | -48.2% | -41.5% |
| YTD | +10.2% | +13.6% | -3.4% | -0.9% |
| 1Y | +91.8% | +20.1% | +71.7% | +65.2% |
| 3Y | -47.1% | +77.6% | -124.7% | -68.0% |
| 5Y | -69.1% | +82.4% | -151.5% | -82.7% |
| 10Y | -95.4% | +316.8% | -412.3% | -98.9% |
| All | -90.8% | +381.4% | -472.2% | -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