+59.2%
NREF vs VOO
+152.0%
-92.7%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.8% | +2.3% |
| 7D | -9.9% | -0.9% | -9.0% | -9.3% |
| 30D | -14.5% | -2.3% | -12.2% | -13.3% |
| 3M | -18.3% | -1.2% | -17.1% | -17.7% |
| 6M | -9.8% | +3.3% | -13.2% | -11.6% |
| YTD | +3.3% | +12.3% | -9.0% | -3.6% |
| 1Y | +9.4% | +12.5% | -3.1% | +2.0% |
| 3Y | +26.2% | +79.2% | -53.0% | -10.7% |
| 5Y | +18.7% | +75.7% | -57.0% | -16.5% |
| All | +59.2% | +152.0% | -92.7% | +7.1% |
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