-15.6%
NFXS vs VOO
+37.3%
-52.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.5% |
| 7D | +8.5% | -0.4% | +8.9% | +8.2% |
| 30D | -0.5% | -1.4% | +0.9% | -1.4% |
| 3M | +5.2% | +3.7% | +1.5% | +8.0% |
| 6M | +25.5% | +13.0% | +12.4% | +38.1% |
| YTD | +17.1% | +12.4% | +4.7% | +28.5% |
| 1Y | +55.9% | +18.6% | +37.3% | +79.6% |
| All | -15.6% | +37.3% | -52.9% | +11.0% |
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