-95.3%
NEXM vs VOO
+812.0%
-907.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.5% |
| 7D | -1.1% | +0.5% | -1.6% | -1.7% |
| 30D | +0.4% | -0.9% | +1.4% | +1.5% |
| 3M | -10.0% | +3.9% | -13.9% | -13.8% |
| 6M | -30.9% | +14.5% | -45.4% | -40.0% |
| YTD | -39.9% | +13.0% | -52.8% | -47.1% |
| 1Y | -58.0% | +19.4% | -77.4% | -65.1% |
| 3Y | -87.3% | +78.9% | -166.2% | -93.3% |
| 5Y | -88.5% | +82.3% | -170.8% | -94.2% |
| 10Y | -96.3% | +314.2% | -410.5% | -99.6% |
| All | -95.3% | +812.0% | -907.3% | -100.0% |
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