-65.1%
NEXM vs VOO
+14.7%
-79.8%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -3.8% |
| 7D | -13.7% | -0.7% | -13.0% | -12.7% |
| 30D | -30.0% | -1.1% | -28.9% | -28.6% |
| 3M | -38.3% | -0.3% | -38.0% | -37.7% |
| 6M | -46.8% | +7.4% | -54.1% | -51.4% |
| YTD | -66.2% | +13.4% | -79.6% | -71.8% |
| 1Y | -65.1% | +14.8% | -79.9% | -71.5% |
| All | -65.1% | +14.7% | -79.8% | -71.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling