+108.5%
NREF vs VOO
+154.8%
-46.3%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.0% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | +5.1% | +0.1% | +5.1% | +5.1% |
| 3M | +16.3% | +2.0% | +14.2% | +14.8% |
| 6M | +28.0% | +13.0% | +15.0% | +19.0% |
| YTD | +35.2% | +13.6% | +21.6% | +25.3% |
| 1Y | +31.5% | +20.1% | +11.5% | +17.9% |
| 3Y | +58.1% | +77.6% | -19.4% | +12.4% |
| 5Y | +56.4% | +82.4% | -26.1% | +8.0% |
| All | +108.5% | +154.8% | -46.3% | +39.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling