-86.4%
NMAX vs VOO
+41.1%
-127.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +2.8% |
| 7D | +7.1% | -0.8% | +7.9% | +8.1% |
| 30D | +28.6% | -1.1% | +29.6% | +30.0% |
| 3M | +30.0% | +3.9% | +26.1% | +24.4% |
| 6M | +59.1% | +13.6% | +45.4% | +39.3% |
| YTD | +47.3% | +12.7% | +34.6% | +30.4% |
| 1Y | -8.6% | +17.6% | -26.2% | -21.8% |
| All | -86.4% | +41.1% | -127.5% | -89.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling