+24.4%
NREF vs VOO
+67.5%
-43.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -4.4% | -2.8% | -4.1% |
| 7D | -11.2% | -4.7% | -6.5% | -8.0% |
| 30D | -12.1% | -5.9% | -6.2% | -8.2% |
| 3M | -17.3% | -4.5% | -12.8% | -14.5% |
| 6M | -5.4% | +1.9% | -7.3% | -6.8% |
| YTD | +6.4% | +8.4% | -2.0% | +0.2% |
| 1Y | +16.0% | +9.5% | +6.6% | +8.4% |
| 3Y | +26.8% | +75.3% | -48.4% | -18.2% |
| 5Y | +24.4% | +67.9% | -43.5% | -19.9% |
| All | +24.4% | +67.5% | -43.2% | -19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling