+8.2%
NEXA vs VOO
+243.8%
-235.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.9% |
| 7D | +7.6% | +0.5% | +7.1% | +7.0% |
| 30D | +0.1% | -0.9% | +1.1% | +1.2% |
| 3M | +14.2% | +3.9% | +10.3% | +10.0% |
| 6M | +31.2% | +14.5% | +16.7% | +15.0% |
| YTD | +61.2% | +13.0% | +48.2% | +43.8% |
| 1Y | +192.9% | +19.4% | +173.5% | +146.8% |
| 3Y | +135.3% | +78.9% | +56.4% | +22.4% |
| 5Y | +87.6% | +82.3% | +5.3% | -4.3% |
| All | +8.2% | +243.8% | -235.6% | -73.2% |
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 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