+384.7%
NJR vs VOO
+807.8%
-423.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | -0.3% | -0.4% | +0.1% | 0.0% |
| 30D | -0.4% | -1.4% | +1.0% | +0.6% |
| 3M | -1.8% | +3.7% | -5.5% | -4.8% |
| 6M | -0.6% | +13.0% | -13.6% | -9.8% |
| YTD | +18.0% | +12.4% | +5.6% | +7.2% |
| 1Y | +19.4% | +18.6% | +0.8% | +3.8% |
| 3Y | +42.6% | +78.1% | -35.4% | -12.2% |
| 5Y | +74.5% | +82.3% | -7.8% | +3.0% |
| 10Y | +123.9% | +322.5% | -198.7% | -35.0% |
| All | +384.7% | +807.8% | -423.1% | -32.5% |
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