+18.7%
NIM vs VOO
+321.7%
-303.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -2.5% | -2.0% | -0.5% | -2.2% |
| 30D | -2.6% | -1.7% | -1.0% | -2.4% |
| 3M | -1.6% | +4.7% | -6.3% | -2.2% |
| 6M | -6.6% | +12.6% | -19.1% | -8.0% |
| YTD | -1.0% | +11.8% | -12.8% | -2.5% |
| 1Y | +0.2% | +17.5% | -17.4% | -2.0% |
| 3Y | +14.1% | +77.0% | -62.9% | +5.5% |
| 5Y | -1.2% | +82.6% | -83.8% | -9.4% |
| All | +18.7% | +321.7% | -303.0% | -3.8% |
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