+956.9%
NRIM vs VOO
+807.8%
+149.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | +1.0% | -0.4% | +1.3% | +1.3% |
| 30D | -1.4% | -1.4% | -0.1% | -0.4% |
| 3M | +3.9% | +3.7% | +0.2% | +0.7% |
| 6M | +16.2% | +13.0% | +3.1% | +4.9% |
| YTD | -0.9% | +12.4% | -13.3% | -10.1% |
| 1Y | +15.9% | +18.6% | -2.7% | +0.8% |
| 3Y | +185.6% | +78.1% | +107.5% | +80.5% |
| 5Y | +208.2% | +82.3% | +125.9% | +87.5% |
| 10Y | +484.2% | +322.5% | +161.7% | +108.0% |
| All | +956.9% | +807.8% | +149.1% | +213.8% |
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