+33.3%
NREF vs VOO
+75.0%
-41.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -4.4% | -2.8% | -4.4% |
| 7D | -11.2% | -4.7% | -6.5% | -8.4% |
| 30D | -12.1% | -5.9% | -6.2% | -8.7% |
| 3M | -17.3% | -4.5% | -12.8% | -14.8% |
| 6M | -5.4% | +1.9% | -7.3% | -6.6% |
| YTD | +6.4% | +8.4% | -2.0% | +0.9% |
| 1Y | +16.0% | +9.5% | +6.6% | +9.3% |
| All | +33.3% | +75.0% | -41.6% | -30.4% |
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