+137.9%
NIC vs VOO
+75.9%
+62.0%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | -0.4% | -2.0% | +1.6% | +1.4% |
| 30D | -3.8% | -1.7% | -2.1% | -2.4% |
| 3M | +17.8% | +4.7% | +13.1% | +12.9% |
| 6M | +13.4% | +12.6% | +0.8% | +1.7% |
| YTD | +41.3% | +11.8% | +29.6% | +27.6% |
| 1Y | +27.7% | +17.5% | +10.1% | +9.9% |
| All | +137.9% | +75.9% | +62.0% | +31.3% |
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