-42.2%
NEXT vs VOO
+308.7%
-350.9%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.4% | -2.0% | -1.1% |
| 7D | -19.4% | -4.7% | -14.7% | -14.7% |
| 30D | -14.3% | -5.9% | -8.5% | -8.0% |
| 3M | -8.9% | -4.5% | -4.4% | -4.0% |
| 6M | -25.9% | +1.9% | -27.7% | -28.9% |
| YTD | +11.0% | +8.4% | +2.6% | -3.2% |
| 1Y | -2.7% | +9.5% | -12.1% | -16.3% |
| 3Y | +31.2% | +75.3% | -44.1% | -39.1% |
| 5Y | +56.0% | +67.9% | -11.9% | -22.9% |
| All | -42.2% | +308.7% | -350.9% | -86.8% |
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