-17.0%
NFXS vs VOO
+37.6%
-54.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.7% | -1.2% |
| 7D | +1.2% | -0.8% | +1.9% | +0.6% |
| 30D | -4.7% | -1.1% | -3.6% | -5.3% |
| 3M | +3.1% | +3.9% | -0.8% | +6.0% |
| 6M | +19.3% | +13.6% | +5.7% | +31.8% |
| YTD | +15.2% | +12.7% | +2.5% | +26.6% |
| 1Y | +46.0% | +17.6% | +28.4% | +66.8% |
| All | -17.0% | +37.6% | -54.6% | +9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling