+12.9%
NL vs VOO
+21.4%
-8.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.2% | +3.6% |
| 7D | +7.7% | +0.3% | +7.4% | +7.6% |
| 30D | +20.4% | +0.2% | +20.2% | +20.3% |
| 3M | +19.4% | +2.8% | +16.6% | +17.4% |
| 6M | +18.3% | +14.3% | +4.0% | +6.3% |
| YTD | +33.0% | +14.0% | +18.9% | +19.6% |
| All | +12.9% | +21.4% | -8.4% | -11.0% |
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