-50.7%
NIU vs VOO
+18.2%
-68.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.8% | -3.3% |
| 7D | +4.1% | -0.8% | +4.9% | +5.3% |
| 30D | -1.9% | -1.1% | -0.9% | -0.2% |
| 3M | -12.9% | +3.9% | -16.8% | -18.3% |
| 6M | -51.6% | +13.6% | -65.2% | -61.4% |
| YTD | -33.0% | +12.7% | -45.7% | -46.2% |
| 1Y | -50.7% | +17.6% | -68.3% | -62.6% |
| All | -50.7% | +18.2% | -68.9% | -62.6% |
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 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