-18.5%
NMAX vs VOO
+21.4%
-39.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -3.0% |
| 7D | +3.6% | +0.3% | +3.3% | +3.2% |
| 30D | +29.9% | +0.2% | +29.7% | +29.3% |
| 3M | +26.9% | +2.8% | +24.1% | +21.5% |
| 6M | +64.3% | +14.3% | +50.0% | +32.5% |
| YTD | +40.5% | +14.0% | +26.5% | +14.0% |
| All | -18.5% | +21.4% | -39.8% | -34.4% |
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