+210.7%
NLR vs VOO
+325.3%
-114.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.8% | -4.6% |
| 7D | -5.6% | -0.8% | -4.8% | -5.1% |
| 30D | -4.5% | -1.1% | -3.4% | -3.6% |
| 3M | -6.4% | +3.9% | -10.3% | -9.0% |
| 6M | -19.8% | +13.6% | -33.4% | -26.8% |
| YTD | -8.8% | +12.7% | -21.5% | -16.1% |
| 1Y | -6.1% | +17.6% | -23.6% | -15.9% |
| 3Y | +82.5% | +77.3% | +5.2% | +23.5% |
| 5Y | +130.1% | +84.1% | +46.0% | +50.5% |
| All | +210.7% | +325.3% | -114.6% | +26.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling