+180.4%
NMR vs VOO
+77.4%
+103.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.1% |
| 7D | +2.0% | -0.8% | +2.7% | +2.9% |
| 30D | +9.6% | -1.1% | +10.7% | +11.0% |
| 3M | +25.0% | +3.9% | +21.1% | +19.5% |
| 6M | +39.6% | +13.6% | +26.0% | +20.4% |
| YTD | +29.4% | +12.7% | +16.7% | +12.8% |
| 1Y | +43.8% | +17.6% | +26.3% | +19.7% |
| 3Y | +180.4% | +77.3% | +103.1% | +66.2% |
| All | +180.4% | +77.4% | +103.0% | +66.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling