+27.9%
NMS vs VOO
+78.5%
-50.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -2.2% | +2.6% | -4.8% | -2.4% |
| 30D | +4.8% | -2.0% | +6.7% | +4.9% |
| 3M | -7.9% | -2.8% | -5.2% | -7.7% |
| 6M | -11.6% | +2.2% | -13.8% | -11.8% |
| YTD | -5.3% | +11.5% | -16.9% | -6.1% |
| 1Y | -7.0% | +13.5% | -20.5% | -7.8% |
| 3Y | +27.9% | +78.1% | -50.2% | +14.6% |
| All | +27.9% | +78.5% | -50.6% | +14.6% |
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