+71.7%
NEXT vs VOO
+76.7%
-5.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.6% | -8.3% | -8.3% |
| 7D | -4.0% | -0.7% | -3.3% | -3.5% |
| 30D | -4.9% | -1.1% | -3.8% | -4.0% |
| 3M | -4.1% | -0.3% | -3.8% | -4.1% |
| 6M | -26.6% | +7.4% | -34.0% | -33.0% |
| YTD | +18.6% | +13.4% | +5.2% | +0.8% |
| 1Y | +4.6% | +14.8% | -10.2% | -12.5% |
| 3Y | +40.1% | +83.3% | -43.1% | -33.1% |
| 5Y | +71.7% | +76.1% | -4.4% | -14.0% |
| All | +71.7% | +76.7% | -5.0% | -14.0% |
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 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