+233.9%
NRO vs VOO
+817.1%
-583.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -3.3% | +0.1% | -3.4% | -3.4% |
| 3M | +0.3% | +2.0% | -1.7% | -1.7% |
| 6M | -1.5% | +13.0% | -14.5% | -11.6% |
| YTD | +2.2% | +13.6% | -11.4% | -8.8% |
| 1Y | -1.8% | +20.1% | -21.9% | -16.5% |
| 3Y | +41.5% | +77.6% | -36.1% | -15.4% |
| 5Y | -2.2% | +82.4% | -84.6% | -43.3% |
| 10Y | +44.7% | +316.8% | -272.1% | -57.7% |
| All | +233.9% | +817.1% | -583.2% | -52.6% |
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 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