+22.8%
NL vs VOO
+17.3%
+5.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.3% |
| 7D | +1.3% | -2.0% | +3.3% | +2.4% |
| 30D | +11.3% | -1.7% | +13.0% | +12.3% |
| 3M | +18.6% | +4.7% | +13.8% | +14.9% |
| 6M | +23.2% | +12.6% | +10.7% | +11.4% |
| YTD | +34.7% | +11.8% | +22.9% | +22.6% |
| 1Y | +22.8% | +17.5% | +5.3% | -0.3% |
| All | +22.8% | +17.3% | +5.5% | -0.3% |
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