+114.6%
NMR vs VOO
+812.0%
-697.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.4% |
| 7D | +4.5% | +0.5% | +4.0% | +4.0% |
| 30D | +6.8% | -0.9% | +7.8% | +7.9% |
| 3M | +23.9% | +3.9% | +20.0% | +19.1% |
| 6M | +38.2% | +14.5% | +23.7% | +20.6% |
| YTD | +26.7% | +13.0% | +13.7% | +12.3% |
| 1Y | +43.1% | +19.4% | +23.6% | +20.1% |
| 3Y | +182.6% | +78.9% | +103.7% | +60.1% |
| 5Y | +123.8% | +82.3% | +41.6% | +21.6% |
| 10Y | +148.4% | +314.2% | -165.8% | -50.1% |
| All | +114.6% | +812.0% | -697.4% | -82.9% |
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