-40.0%
NOA vs VOO
+75.9%
-115.9%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.8% |
| 7D | +0.7% | -2.0% | +2.7% | +2.6% |
| 30D | -11.3% | -1.7% | -9.6% | -9.9% |
| 3M | +2.2% | +4.7% | -2.5% | -2.4% |
| 6M | -17.8% | +12.6% | -30.3% | -26.1% |
| YTD | -4.3% | +11.8% | -16.0% | -13.6% |
| 1Y | +0.3% | +17.5% | -17.2% | -13.1% |
| All | -40.0% | +75.9% | -115.9% | -61.8% |
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