+16.5%
NJR vs VOO
+18.2%
-1.7%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | 0.0% |
| 7D | -0.4% | -0.8% | +0.3% | -0.8% |
| 30D | -4.0% | -1.1% | -2.9% | -4.4% |
| 3M | -2.4% | +3.9% | -6.3% | -0.7% |
| 6M | -0.5% | +13.6% | -14.2% | +3.9% |
| YTD | +17.3% | +12.7% | +4.6% | +22.0% |
| 1Y | +16.5% | +17.6% | -1.1% | +21.8% |
| All | +16.5% | +18.2% | -1.7% | +21.8% |
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 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