+1,018.8%
NIC vs VOO
+480.5%
+538.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | +3.6% | +0.5% | +3.1% | +3.2% |
| 30D | 0.0% | -0.9% | +0.9% | +0.7% |
| 3M | +19.8% | +3.9% | +15.9% | +16.3% |
| 6M | +16.8% | +14.5% | +2.3% | +5.5% |
| YTD | +42.9% | +13.0% | +29.9% | +30.4% |
| 1Y | +26.2% | +19.4% | +6.8% | +10.4% |
| 3Y | +139.3% | +78.9% | +60.5% | +56.9% |
| 5Y | +134.0% | +82.3% | +51.7% | +50.0% |
| 10Y | +379.9% | +314.2% | +65.7% | +107.1% |
| All | +1,018.8% | +480.5% | +538.3% | +424.5% |
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