+224.1%
NML vs VOO
+81.6%
+142.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.2% |
| 7D | +0.4% | -0.4% | +0.7% | +0.6% |
| 30D | +4.2% | -1.4% | +5.6% | +5.2% |
| 3M | +7.9% | +3.7% | +4.2% | +4.9% |
| 6M | +11.5% | +13.0% | -1.5% | +1.3% |
| YTD | +33.5% | +12.4% | +21.1% | +21.6% |
| 1Y | +35.3% | +18.6% | +16.7% | +18.1% |
| 3Y | +97.9% | +78.1% | +19.8% | +23.6% |
| 5Y | +224.1% | +82.3% | +141.8% | +98.1% |
| All | +224.1% | +81.6% | +142.5% | +98.1% |
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 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