+40.5%
NRC vs VOO
+490.3%
-449.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | +10.2% | +0.1% | +10.1% | +10.2% |
| 3M | +9.9% | +2.0% | +7.9% | +7.8% |
| 6M | +66.9% | +13.0% | +53.9% | +48.5% |
| YTD | +16.7% | +13.6% | +3.1% | +3.8% |
| 1Y | +48.9% | +20.1% | +28.9% | +25.3% |
| 3Y | -43.5% | +77.6% | -121.1% | -67.3% |
| 5Y | -54.0% | +82.4% | -136.5% | -74.6% |
| 10Y | +62.5% | +316.8% | -254.3% | -62.8% |
| All | +40.5% | +490.3% | -449.7% | -76.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling