+61.8%
NREF vs VOO
+143.9%
-82.1%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.6% |
| 7D | -11.3% | -2.7% | -8.6% | -9.8% |
| 30D | -12.5% | -5.4% | -7.2% | -9.6% |
| 3M | -21.5% | -4.1% | -17.5% | -19.6% |
| 6M | -8.1% | +0.7% | -8.9% | -8.6% |
| YTD | +4.9% | +8.7% | -3.8% | -0.2% |
| 1Y | +15.7% | +11.0% | +4.7% | +8.7% |
| 3Y | +31.5% | +75.5% | -44.0% | -5.8% |
| 5Y | +22.6% | +68.4% | -45.7% | -11.6% |
| All | +61.8% | +143.9% | -82.1% | +10.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling