+260.3%
NICE vs VOO
+810.0%
-549.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.6% |
| 7D | -6.9% | -0.8% | -6.2% | -6.3% |
| 30D | -0.4% | -1.1% | +0.7% | +0.7% |
| 3M | +11.5% | +3.9% | +7.6% | +7.5% |
| 6M | -18.3% | +13.6% | -32.0% | -27.9% |
| YTD | -13.1% | +12.7% | -25.9% | -22.9% |
| 1Y | -31.2% | +17.6% | -48.8% | -41.2% |
| 3Y | -47.5% | +77.3% | -124.8% | -68.9% |
| 5Y | -67.3% | +84.1% | -151.4% | -81.0% |
| 10Y | +46.6% | +323.5% | -277.0% | -60.4% |
| All | +260.3% | +810.0% | -549.7% | -56.6% |
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 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