+25.0%
NREF vs VOO
+72.0%
-47.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.5% | -0.8% |
| 7D | -9.7% | +0.1% | -9.8% | -9.6% |
| 30D | -12.1% | -3.3% | -8.8% | -10.0% |
| 3M | -23.4% | -2.4% | -21.0% | -22.0% |
| 6M | -10.1% | +2.6% | -12.7% | -11.9% |
| YTD | +5.9% | +11.3% | -5.4% | -2.2% |
| 1Y | +15.2% | +13.4% | +1.8% | +5.0% |
| 3Y | +34.4% | +80.3% | -45.9% | -15.1% |
| 5Y | +25.0% | +72.7% | -47.7% | -21.0% |
| All | +25.0% | +72.0% | -47.0% | -21.0% |
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