+94.5%
NKSH vs VOO
+77.0%
+17.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.9% |
| 7D | +1.3% | -0.4% | +1.7% | +1.6% |
| 30D | +4.2% | -1.4% | +5.5% | +5.2% |
| 3M | +17.7% | +3.7% | +14.0% | +14.0% |
| 6M | +15.4% | +13.0% | +2.4% | +4.0% |
| YTD | +28.0% | +12.4% | +15.6% | +15.8% |
| 1Y | +42.5% | +18.6% | +23.9% | +22.8% |
| All | +94.5% | +77.0% | +17.5% | +17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling