-26.4%
NEXT vs VOO
+347.8%
-374.1%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.7% |
| 7D | -0.1% | +0.1% | -0.2% | -0.3% |
| 30D | +14.3% | +0.1% | +14.3% | +14.1% |
| 3M | -15.2% | +2.0% | -17.3% | -18.0% |
| 6M | +23.8% | +13.0% | +10.7% | +4.5% |
| YTD | +39.3% | +13.6% | +25.7% | +17.2% |
| 1Y | -29.8% | +20.1% | -49.9% | -44.9% |
| 3Y | +17.3% | +77.6% | -60.3% | -41.4% |
| 5Y | +121.8% | +82.4% | +39.3% | +8.5% |
| 10Y | -27.0% | +316.8% | -343.8% | -80.2% |
| All | -26.4% | +347.8% | -374.1% | -80.0% |
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