-76.5%
NIU vs VOO
+211.6%
-288.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.8% | -2.9% |
| 7D | +4.1% | -0.8% | +4.9% | +4.9% |
| 30D | -1.9% | -1.1% | -0.9% | -0.8% |
| 3M | -12.9% | +3.9% | -16.8% | -16.4% |
| 6M | -51.6% | +13.6% | -65.2% | -57.8% |
| YTD | -33.0% | +12.7% | -45.7% | -41.1% |
| 1Y | -50.7% | +17.6% | -68.3% | -58.4% |
| 3Y | -34.9% | +77.3% | -112.3% | -65.2% |
| 5Y | -92.7% | +84.1% | -176.9% | -96.1% |
| All | -76.5% | +211.6% | -288.1% | -91.5% |
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