+44.7%
NIM vs VOO
+803.9%
-759.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.4% |
| 7D | -2.6% | +3.3% | -5.9% | -3.0% |
| 30D | +2.6% | -2.7% | +5.3% | +2.9% |
| 3M | -2.4% | -1.7% | -0.7% | -2.2% |
| 6M | -1.5% | +3.1% | -4.6% | -1.9% |
| YTD | -0.6% | +11.9% | -12.6% | -1.9% |
| 1Y | -1.9% | +12.1% | -14.0% | -3.2% |
| 3Y | +16.6% | +78.6% | -61.9% | +9.2% |
| 5Y | -1.2% | +73.8% | -75.0% | -7.6% |
| 10Y | +26.4% | +312.3% | -285.9% | +8.2% |
| All | +44.7% | +803.9% | -759.2% | +16.0% |
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