-29.8%
NOV vs VOO
+325.3%
-355.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.7% |
| 7D | -0.9% | -0.8% | -0.2% | 0.0% |
| 30D | +1.3% | -1.1% | +2.4% | +2.7% |
| 3M | +0.8% | +3.9% | -3.1% | -4.3% |
| 6M | +12.3% | +13.6% | -1.3% | -5.3% |
| YTD | +37.4% | +12.7% | +24.7% | +17.2% |
| 1Y | +63.0% | +17.6% | +45.5% | +31.8% |
| 3Y | +9.2% | +77.3% | -68.1% | -47.7% |
| 5Y | +77.9% | +84.1% | -6.2% | -21.2% |
| All | -29.8% | +325.3% | -355.0% | -89.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling