+74.8%
NRC vs VOO
+479.6%
-404.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +2.7% | +2.6% | +0.1% | +0.3% |
| 30D | +30.0% | -2.0% | +32.0% | +32.6% |
| 3M | +25.6% | -2.8% | +28.4% | +28.8% |
| 6M | +44.5% | +2.2% | +42.3% | +41.5% |
| YTD | +45.1% | +11.5% | +33.5% | +31.1% |
| 1Y | +76.7% | +13.5% | +63.2% | +56.9% |
| 3Y | -31.0% | +78.1% | -109.1% | -60.1% |
| 5Y | -36.2% | +73.1% | -109.4% | -62.9% |
| 10Y | +105.5% | +310.7% | -205.3% | -52.4% |
| All | +74.8% | +479.6% | -404.8% | -70.8% |
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 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