+124.8%
NMR vs VOO
+82.8%
+41.9%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.3% |
| 7D | +2.0% | -0.8% | +2.7% | +2.7% |
| 30D | +9.6% | -1.1% | +10.7% | +10.7% |
| 3M | +25.0% | +3.9% | +21.1% | +20.9% |
| 6M | +39.6% | +13.6% | +26.0% | +25.1% |
| YTD | +29.4% | +12.7% | +16.7% | +17.0% |
| 1Y | +43.8% | +17.6% | +26.3% | +25.7% |
| 3Y | +180.4% | +77.3% | +103.1% | +84.4% |
| All | +124.8% | +82.8% | +41.9% | +43.0% |
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 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