+377.9%
NIC vs VOO
+325.3%
+52.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.7% |
| 7D | -1.0% | -0.8% | -0.2% | -0.4% |
| 30D | -3.8% | -1.1% | -2.7% | -2.9% |
| 3M | +16.0% | +3.9% | +12.1% | +12.0% |
| 6M | +13.8% | +13.6% | +0.1% | +1.6% |
| YTD | +41.4% | +12.7% | +28.7% | +27.2% |
| 1Y | +27.2% | +17.6% | +9.7% | +10.2% |
| 3Y | +138.1% | +77.3% | +60.8% | +44.9% |
| 5Y | +142.2% | +84.1% | +58.0% | +40.7% |
| All | +377.9% | +325.3% | +52.6% | +39.6% |
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