+2.2%
NODK vs VOO
+270.2%
-268.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | -1.7% | -2.0% | +0.3% | -0.5% |
| 30D | -2.5% | -1.7% | -0.8% | -1.5% |
| 3M | -2.8% | +4.7% | -7.5% | -5.7% |
| 6M | +19.1% | +12.6% | +6.6% | +10.4% |
| YTD | +13.3% | +11.8% | +1.5% | +5.3% |
| 1Y | +13.1% | +17.5% | -4.4% | +1.7% |
| 3Y | +18.7% | +77.0% | -58.3% | -18.0% |
| 5Y | -19.0% | +82.6% | -101.6% | -45.7% |
| All | +2.2% | +270.2% | -268.1% | -56.5% |
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