-100.0%
NIVF vs VOO
+14.7%
-114.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.5% | +1.6% | -20.1% | -20.4% |
| 7D | -42.3% | -0.7% | -41.5% | -41.6% |
| 30D | -80.3% | -1.1% | -79.3% | -80.2% |
| 3M | -98.8% | -0.3% | -98.5% | -98.8% |
| 6M | -99.9% | +7.4% | -107.2% | -99.9% |
| YTD | -100.0% | +13.4% | -113.3% | -100.0% |
| 1Y | -100.0% | +14.8% | -114.8% | -100.0% |
| All | -100.0% | +14.7% | -114.7% | -100.0% |
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 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