-93.5%
NRDY vs VOO
+128.1%
-221.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.1% | +2.7% |
| 7D | +1.2% | -0.8% | +1.9% | +2.3% |
| 30D | -14.0% | -1.1% | -12.9% | -12.5% |
| 3M | -34.2% | +3.9% | -38.1% | -38.0% |
| 6M | -32.3% | +13.6% | -45.9% | -43.9% |
| YTD | -39.4% | +12.7% | -52.1% | -49.1% |
| 1Y | -52.2% | +17.6% | -69.8% | -62.2% |
| 3Y | -86.1% | +77.3% | -163.4% | -93.6% |
| 5Y | -93.7% | +84.1% | -177.8% | -97.3% |
| All | -93.5% | +128.1% | -221.6% | -97.2% |
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