+28.5%
NMS vs VOO
+386.0%
-357.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -3.4% | +0.1% | -3.5% | -3.4% |
| 30D | -7.3% | +0.1% | -7.3% | -7.3% |
| 3M | -12.4% | +2.0% | -14.4% | -12.7% |
| 6M | -9.7% | +13.0% | -22.7% | -11.4% |
| YTD | -5.7% | +13.6% | -19.3% | -7.6% |
| 1Y | -0.2% | +20.1% | -20.2% | -3.0% |
| 3Y | +21.1% | +77.6% | -56.4% | +9.9% |
| 5Y | -11.7% | +82.4% | -94.1% | -20.7% |
| 10Y | +1.6% | +316.8% | -315.3% | -20.5% |
| All | +28.5% | +386.0% | -357.5% | +1.9% |
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