+140.2%
NI vs VOO
+325.3%
-185.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.5% |
| 7D | 0.0% | -0.8% | +0.8% | +0.5% |
| 30D | -1.4% | -1.1% | -0.3% | -0.8% |
| 3M | -10.6% | +3.9% | -14.5% | -12.8% |
| 6M | -9.3% | +13.6% | -23.0% | -16.5% |
| YTD | +1.1% | +12.7% | -11.6% | -6.5% |
| 1Y | +3.4% | +17.6% | -14.2% | -7.0% |
| 3Y | +67.9% | +77.3% | -9.4% | +13.9% |
| 5Y | +98.0% | +84.1% | +13.8% | +28.6% |
| All | +140.2% | +325.3% | -185.1% | -15.1% |
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