+63.2%
NREF vs VOO
+149.7%
-86.4%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.5% | -0.5% |
| 7D | -9.7% | +0.1% | -9.8% | -9.6% |
| 30D | -12.1% | -3.3% | -8.8% | -10.3% |
| 3M | -23.4% | -2.4% | -21.0% | -22.2% |
| 6M | -10.1% | +2.6% | -12.7% | -11.5% |
| YTD | +5.9% | +11.3% | -5.4% | -0.7% |
| 1Y | +15.2% | +13.4% | +1.8% | +6.9% |
| 3Y | +34.4% | +80.3% | -45.9% | -5.2% |
| 5Y | +25.0% | +72.7% | -47.7% | -11.2% |
| All | +63.2% | +149.7% | -86.4% | +10.3% |
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