-13.3%
NN vs VOO
+150.5%
-163.8%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.7% |
| 7D | -3.5% | -0.9% | -2.6% | -2.4% |
| 30D | -28.2% | -2.3% | -25.9% | -26.1% |
| 3M | -52.6% | -1.2% | -51.4% | -51.6% |
| 6M | -58.2% | +3.3% | -61.5% | -59.1% |
| YTD | -49.2% | +12.3% | -61.5% | -54.3% |
| 1Y | -32.5% | +12.5% | -45.0% | -39.1% |
| 3Y | +83.7% | +79.2% | +4.5% | +14.2% |
| 5Y | -14.5% | +75.7% | -90.2% | -47.7% |
| All | -13.3% | +150.5% | -163.8% | -48.2% |
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