+12.3%
NRDS vs VOO
+77.4%
-65.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +0.1% |
| 7D | -4.6% | -0.8% | -3.8% | -3.6% |
| 30D | -2.3% | -1.1% | -1.2% | -1.0% |
| 3M | +12.5% | +3.9% | +8.6% | +6.9% |
| 6M | -11.5% | +13.6% | -25.2% | -26.0% |
| YTD | -30.4% | +12.7% | -43.1% | -41.0% |
| 1Y | -11.9% | +17.6% | -29.4% | -29.5% |
| 3Y | +12.3% | +77.3% | -65.1% | -49.9% |
| All | +12.3% | +77.4% | -65.1% | -49.9% |
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 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