+43.4%
NIM vs VOO
+800.4%
-757.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | -3.7% | +2.6% | -6.3% | -4.0% |
| 30D | +3.1% | -2.0% | +5.1% | +3.3% |
| 3M | -3.8% | -2.8% | -1.0% | -3.5% |
| 6M | -2.5% | +2.2% | -4.6% | -2.7% |
| YTD | -1.5% | +11.5% | -13.0% | -2.8% |
| 1Y | -2.9% | +13.5% | -16.4% | -4.3% |
| 3Y | +16.7% | +78.1% | -61.4% | +9.3% |
| 5Y | -2.1% | +73.1% | -75.2% | -8.4% |
| 10Y | +25.3% | +310.7% | -285.5% | +7.3% |
| All | +43.4% | +800.4% | -757.1% | +15.0% |
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