+53.9%
NFXS vs VOO
+14.7%
+39.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.6% | -6.5% | -4.5% |
| 7D | -7.0% | -0.7% | -6.3% | -7.0% |
| 30D | +0.8% | -1.1% | +1.9% | +0.6% |
| 3M | +8.9% | -0.3% | +9.3% | +9.0% |
| 6M | +33.2% | +7.4% | +25.8% | +35.4% |
| YTD | +32.8% | +13.4% | +19.5% | +38.5% |
| 1Y | +53.9% | +14.8% | +39.1% | +61.4% |
| All | +53.9% | +14.7% | +39.3% | +61.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling