+55.7%
NN vs VOO
+151.3%
-95.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +1.5% |
| 7D | 0.0% | -0.8% | +0.8% | +0.8% |
| 30D | -21.1% | -1.1% | -20.0% | -20.1% |
| 3M | -33.4% | +3.9% | -37.3% | -35.8% |
| 6M | -9.9% | +13.6% | -23.5% | -20.4% |
| YTD | -8.8% | +12.7% | -21.5% | -18.7% |
| 1Y | -11.2% | +17.6% | -28.8% | -23.7% |
| 3Y | +238.1% | +77.3% | +160.8% | +110.1% |
| 5Y | +50.7% | +84.1% | -33.4% | -9.1% |
| All | +55.7% | +151.3% | -95.6% | -7.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling