+2.0%
NEXA vs VOO
+243.1%
-241.1%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +0.3% |
| 7D | -3.6% | -0.8% | -2.8% | -2.7% |
| 30D | -8.6% | -1.1% | -7.6% | -7.5% |
| 3M | +4.2% | +3.9% | +0.3% | +0.2% |
| 6M | +15.2% | +13.6% | +1.6% | +1.9% |
| YTD | +52.0% | +12.7% | +39.2% | +36.0% |
| 1Y | +176.1% | +17.6% | +158.6% | +136.7% |
| 3Y | +126.2% | +77.3% | +48.9% | +18.9% |
| 5Y | +83.9% | +84.1% | -0.3% | -7.4% |
| All | +2.0% | +243.1% | -241.1% | -74.6% |
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 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