-48.8%
NEXN vs VOO
+96.7%
-145.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -1.5% |
| 7D | -4.2% | -0.8% | -3.4% | -3.2% |
| 30D | -14.7% | -1.1% | -13.6% | -13.5% |
| 3M | +6.6% | +3.9% | +2.7% | +1.3% |
| 6M | +22.3% | +13.6% | +8.7% | +2.7% |
| YTD | +40.1% | +12.7% | +27.4% | +18.9% |
| 1Y | -8.4% | +17.6% | -26.0% | -26.4% |
| 3Y | +153.7% | +77.3% | +76.4% | +17.7% |
| 5Y | -56.2% | +84.1% | -140.3% | -80.6% |
| All | -48.8% | +96.7% | -145.5% | -81.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling