+120.5%
NJR vs VOO
+325.3%
-204.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.9% |
| 7D | -0.4% | -0.8% | +0.3% | +0.1% |
| 30D | -4.0% | -1.1% | -2.9% | -3.3% |
| 3M | -2.4% | +3.9% | -6.3% | -5.3% |
| 6M | -0.5% | +13.6% | -14.2% | -9.8% |
| YTD | +17.3% | +12.7% | +4.6% | +6.7% |
| 1Y | +16.5% | +17.6% | -1.1% | +2.3% |
| 3Y | +41.2% | +77.3% | -36.2% | -12.4% |
| 5Y | +75.4% | +84.1% | -8.7% | +3.1% |
| All | +120.5% | +325.3% | -204.8% | -39.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling