-37.3%
NEXT vs VOO
+346.9%
-384.2%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.6% | -8.3% | -8.5% |
| 7D | -4.0% | -0.7% | -3.3% | -3.4% |
| 30D | -4.9% | -1.1% | -3.8% | -3.9% |
| 3M | -4.1% | -0.3% | -3.8% | -4.1% |
| 6M | -26.6% | +7.4% | -34.0% | -33.4% |
| YTD | +18.6% | +13.4% | +5.2% | -0.2% |
| 1Y | +4.6% | +14.8% | -10.2% | -13.3% |
| 3Y | +40.1% | +83.3% | -43.1% | -32.6% |
| 5Y | +71.7% | +76.1% | -4.4% | -12.8% |
| 10Y | -38.2% | +333.4% | -371.6% | -83.2% |
| All | -37.3% | +346.9% | -384.2% | -83.0% |
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