+81.5%
NEXA vs VOO
+80.3%
+1.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.6% | -7.2% | -7.2% |
| 7D | -5.1% | -2.0% | -3.1% | -3.1% |
| 30D | -9.1% | -1.7% | -7.4% | -7.4% |
| 3M | +9.6% | +4.7% | +4.9% | +5.1% |
| 6M | +13.2% | +12.6% | +0.6% | +2.5% |
| YTD | +50.0% | +11.8% | +38.3% | +37.2% |
| 1Y | +174.9% | +17.5% | +157.3% | +140.9% |
| 3Y | +119.0% | +77.0% | +42.0% | +25.4% |
| 5Y | +81.5% | +82.6% | -1.1% | -4.4% |
| All | +81.5% | +80.3% | +1.2% | -4.4% |
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