+60.3%
NL vs VOO
+800.4%
-740.1%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.1% |
| 7D | -0.8% | +2.6% | -3.4% | -3.9% |
| 30D | +4.0% | -2.0% | +6.0% | +6.6% |
| 3M | +9.9% | -2.8% | +12.7% | +13.6% |
| 6M | +24.5% | +2.2% | +22.4% | +19.9% |
| YTD | +35.6% | +11.5% | +24.1% | +16.4% |
| 1Y | +36.2% | +13.5% | +22.7% | +14.3% |
| 3Y | +89.3% | +78.1% | +11.2% | -11.5% |
| 5Y | +49.0% | +73.1% | -24.1% | -28.7% |
| 10Y | +100.8% | +310.7% | -210.0% | -69.7% |
| All | +60.3% | +800.4% | -740.1% | -92.1% |
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