+234.5%
NNE vs VOO
+51.3%
+183.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -2.7% |
| 7D | -1.6% | -2.0% | +0.3% | +4.1% |
| 30D | -10.4% | -1.7% | -8.8% | -5.6% |
| 3M | -21.5% | +4.7% | -26.2% | -29.5% |
| 6M | -27.4% | +12.6% | -39.9% | -43.3% |
| YTD | -27.7% | +11.8% | -39.5% | -42.0% |
| 1Y | -44.8% | +17.5% | -62.3% | -60.0% |
| All | +234.5% | +51.3% | +183.2% | +143.3% |
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