+35.8%
NRC vs VOO
+17.2%
+18.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.0% |
| 7D | 0.0% | -2.0% | +2.0% | +1.3% |
| 30D | -0.6% | -1.7% | +1.1% | +0.5% |
| 3M | +0.7% | +4.7% | -4.1% | -1.4% |
| 6M | +32.9% | +12.6% | +20.4% | +25.4% |
| YTD | +15.2% | +11.8% | +3.4% | +11.1% |
| All | +35.8% | +17.2% | +18.6% | +26.0% |
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