+97.5%
NFRA vs VOO
+325.3%
-227.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | 0.0% |
| 7D | +0.4% | -0.8% | +1.1% | +0.9% |
| 30D | +0.3% | -1.1% | +1.4% | +1.0% |
| 3M | +1.4% | +3.9% | -2.5% | -1.3% |
| 6M | +3.0% | +13.6% | -10.7% | -6.0% |
| YTD | +10.3% | +12.7% | -2.4% | +1.2% |
| 1Y | +11.0% | +17.6% | -6.6% | -1.3% |
| 3Y | +46.6% | +77.3% | -30.7% | -4.5% |
| 5Y | +34.0% | +84.1% | -50.2% | -16.3% |
| All | +97.5% | +325.3% | -227.8% | -35.4% |
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