+1,449.6%
NET vs VOO
+183.8%
+1,265.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.4% |
| 7D | -7.0% | +0.1% | -7.1% | -7.1% |
| 30D | -4.8% | +0.1% | -4.9% | -4.5% |
| 3M | +3.8% | +2.0% | +1.8% | +1.3% |
| 6M | +50.0% | +13.0% | +37.0% | +24.9% |
| YTD | +41.5% | +13.6% | +27.9% | +17.3% |
| 1Y | +32.8% | +20.1% | +12.8% | +1.9% |
| 3Y | +335.9% | +77.6% | +258.3% | +95.5% |
| 5Y | +113.8% | +82.4% | +31.4% | -0.1% |
| All | +1,449.6% | +183.8% | +1,265.7% | +437.2% |
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