-51.3%
NRC vs VOO
+81.4%
-132.7%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.1% |
| 3M | +6.8% | +3.7% | +3.1% | +4.3% |
| 6M | +42.2% | +13.0% | +29.2% | +31.2% |
| YTD | +13.4% | +12.4% | +1.0% | +5.3% |
| 1Y | +34.2% | +18.6% | +15.6% | +20.0% |
| 3Y | -47.7% | +78.1% | -125.8% | -63.2% |
| All | -51.3% | +81.4% | -132.7% | -66.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling