+47.9%
NML vs VOO
+522.7%
-474.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | +6.7% | +0.1% | +6.6% | +6.5% |
| 3M | +7.1% | +2.0% | +5.1% | +4.3% |
| 6M | +8.7% | +13.0% | -4.4% | -5.7% |
| YTD | +31.6% | +13.6% | +18.1% | +13.4% |
| 1Y | +33.3% | +20.1% | +13.2% | +7.9% |
| 3Y | +91.6% | +77.6% | +14.0% | -1.5% |
| 5Y | +218.3% | +82.4% | +135.8% | +56.1% |
| 10Y | +149.1% | +316.8% | -167.7% | -50.7% |
| All | +47.9% | +522.7% | -474.7% | -77.0% |
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