+22.9%
NOVTU vs VOO
+11.0%
+11.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -4.4% | -3.3% | -0.9% |
| 7D | -10.5% | -4.7% | -5.8% | -3.4% |
| 30D | -11.8% | -5.9% | -5.9% | -2.8% |
| 3M | -11.8% | -4.5% | -7.3% | -4.9% |
| 6M | -0.3% | +1.9% | -2.2% | -1.8% |
| YTD | +7.5% | +8.4% | -0.9% | -3.1% |
| All | +22.9% | +11.0% | +11.9% | +7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling