+249.9%
NN vs VOO
+79.1%
+170.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +1.0% |
| 7D | 0.0% | +0.5% | -0.5% | -0.7% |
| 30D | -6.7% | -0.9% | -5.7% | -5.4% |
| 3M | -27.6% | +3.9% | -31.5% | -31.3% |
| 6M | -6.8% | +14.5% | -21.3% | -22.9% |
| YTD | -8.5% | +13.0% | -21.5% | -22.7% |
| 1Y | -3.5% | +19.4% | -23.0% | -24.0% |
| 3Y | +249.9% | +78.9% | +171.0% | +70.0% |
| All | +249.9% | +79.1% | +170.8% | +70.0% |
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 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