+247.1%
NLR vs VOO
+812.0%
-564.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +3.5% |
| 7D | +6.7% | +0.5% | +6.2% | +6.3% |
| 30D | +4.9% | -0.9% | +5.8% | +5.8% |
| 3M | +0.3% | +3.9% | -3.6% | -2.5% |
| 6M | -9.1% | +14.5% | -23.7% | -18.1% |
| YTD | -0.5% | +13.0% | -13.5% | -9.0% |
| 1Y | +4.9% | +19.4% | -14.5% | -7.9% |
| 3Y | +102.2% | +78.9% | +23.4% | +30.5% |
| 5Y | +152.1% | +82.3% | +69.8% | +58.8% |
| 10Y | +230.3% | +314.2% | -84.0% | +1.9% |
| All | +247.1% | +812.0% | -564.9% | -55.7% |
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