-89.7%
NEXM vs VOO
+80.3%
-170.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.3% |
| 7D | +2.2% | -2.0% | +4.1% | +3.7% |
| 30D | +1.7% | -1.7% | +3.4% | +3.0% |
| 3M | -4.8% | +4.7% | -9.6% | -8.2% |
| 6M | -30.6% | +12.6% | -43.2% | -36.1% |
| YTD | -39.4% | +11.8% | -51.1% | -44.0% |
| 1Y | -59.1% | +17.5% | -76.7% | -63.5% |
| 3Y | -87.2% | +77.0% | -164.2% | -91.1% |
| 5Y | -89.7% | +82.6% | -172.3% | -93.3% |
| All | -89.7% | +80.3% | -170.1% | -93.3% |
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