+39.2%
NETL vs VOO
+203.5%
-164.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.3% |
| 7D | +5.0% | -0.7% | +5.7% | +5.6% |
| 30D | +4.2% | -1.1% | +5.3% | +5.0% |
| 3M | -7.7% | -0.3% | -7.4% | -7.6% |
| 6M | -3.4% | +7.4% | -10.7% | -9.7% |
| YTD | +7.8% | +13.4% | -5.6% | -4.3% |
| 1Y | +8.4% | +14.8% | -6.4% | -5.0% |
| 3Y | +27.6% | +83.3% | -55.7% | -29.8% |
| 5Y | -0.3% | +76.1% | -76.4% | -43.4% |
| All | +39.2% | +203.5% | -164.3% | -56.7% |
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