-2.5%
NRO vs VOO
+67.9%
-70.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.6% |
| 7D | +3.4% | -2.7% | +6.2% | +5.5% |
| 30D | +8.5% | -5.4% | +13.9% | +12.9% |
| 3M | -5.6% | -4.1% | -1.6% | -2.9% |
| 6M | -6.5% | +0.7% | -7.2% | -7.5% |
| YTD | -1.2% | +8.7% | -10.0% | -8.1% |
| 1Y | -3.3% | +11.0% | -14.3% | -11.5% |
| 3Y | +45.4% | +75.5% | -30.0% | -11.4% |
| All | -2.5% | +67.9% | -70.4% | -40.6% |
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