-34.3%
NRC vs VOO
+73.2%
-107.5%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.6% |
| 7D | +4.6% | +3.3% | +1.3% | +2.4% |
| 30D | +32.1% | -2.7% | +34.8% | +34.5% |
| 3M | +30.3% | -1.7% | +32.0% | +31.8% |
| 6M | +41.0% | +3.1% | +37.9% | +38.3% |
| YTD | +45.5% | +11.9% | +33.6% | +35.5% |
| 1Y | +78.5% | +12.1% | +66.5% | +65.9% |
| 3Y | -30.9% | +78.6% | -109.4% | -51.2% |
| All | -34.3% | +73.2% | -107.5% | -53.8% |
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