+580.4%
NNI vs VOO
+807.8%
-227.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.6% |
| 7D | -1.5% | -0.4% | -1.1% | -1.2% |
| 30D | -0.8% | -1.4% | +0.6% | +0.4% |
| 3M | -2.5% | +3.7% | -6.2% | -5.8% |
| 6M | -4.4% | +13.0% | -17.4% | -14.6% |
| YTD | -5.0% | +12.4% | -17.4% | -14.8% |
| 1Y | +1.4% | +18.6% | -17.2% | -13.4% |
| 3Y | +41.2% | +78.1% | -36.8% | -16.2% |
| 5Y | +64.5% | +82.3% | -17.8% | -6.6% |
| 10Y | +274.1% | +322.5% | -48.4% | -11.6% |
| All | +580.4% | +807.8% | -227.4% | -41.6% |
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