-2.0%
NIQ vs VOO
+18.2%
-20.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.6% |
| 7D | -3.0% | -0.8% | -2.2% | -2.6% |
| 30D | +6.1% | -1.1% | +7.2% | +6.7% |
| 3M | +118.6% | +3.9% | +114.7% | +113.2% |
| 6M | +49.7% | +13.6% | +36.0% | +30.3% |
| YTD | +8.2% | +12.7% | -4.5% | -4.7% |
| 1Y | -2.0% | +17.6% | -19.6% | -19.2% |
| All | -2.0% | +18.2% | -20.2% | -19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling