-49.1%
NRC vs VOO
+77.0%
-126.1%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.9% |
| 7D | +4.6% | -0.4% | +5.0% | +4.9% |
| 30D | +0.1% | -1.4% | +1.5% | +1.2% |
| 3M | +6.8% | +3.7% | +3.1% | +4.0% |
| 6M | +42.2% | +13.0% | +29.2% | +29.7% |
| YTD | +13.4% | +12.4% | +1.0% | +4.3% |
| 1Y | +34.2% | +18.6% | +15.6% | +18.1% |
| All | -49.1% | +77.0% | -126.1% | -63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling