+1,978.9%
NOVT vs VOO
+810.0%
+1,168.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +0.8% |
| 7D | -1.2% | -0.8% | -0.4% | -0.2% |
| 30D | -12.3% | -1.1% | -11.2% | -11.0% |
| 3M | -9.8% | +3.9% | -13.6% | -13.8% |
| 6M | +16.0% | +13.6% | +2.4% | -0.5% |
| YTD | +23.2% | +12.7% | +10.5% | +6.8% |
| 1Y | +24.2% | +17.6% | +6.7% | +2.8% |
| 3Y | -7.9% | +77.3% | -85.2% | -52.8% |
| 5Y | -3.6% | +84.1% | -87.7% | -51.8% |
| 10Y | +789.9% | +323.5% | +466.3% | +72.4% |
| All | +1,978.9% | +810.0% | +1,168.8% | +95.9% |
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