+38.1%
NRIX vs VOO
+159.1%
-120.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.2% |
| 7D | +1.7% | -0.4% | +2.1% | +2.2% |
| 30D | +1.5% | -1.4% | +2.8% | +3.6% |
| 3M | +67.9% | +3.7% | +64.2% | +58.7% |
| 6M | +69.4% | +13.0% | +56.4% | +40.7% |
| YTD | +38.4% | +12.4% | +26.0% | +16.2% |
| 1Y | +185.4% | +18.6% | +166.8% | +121.4% |
| 3Y | +177.9% | +78.1% | +99.8% | +19.8% |
| 5Y | -28.4% | +82.3% | -110.7% | -69.0% |
| All | +38.1% | +159.1% | -120.9% | -56.8% |
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