+26.3%
NRT vs VOO
+12.1%
+14.2%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | +3.1% | +2.6% | +0.5% | +3.1% |
| 30D | -13.2% | -2.0% | -11.3% | -13.3% |
| 3M | -17.7% | -2.8% | -14.9% | -18.0% |
| 6M | -4.0% | +2.2% | -6.2% | -2.5% |
| YTD | +19.8% | +11.5% | +8.3% | +26.0% |
| 1Y | +26.3% | +13.5% | +12.8% | +31.3% |
| All | +26.3% | +12.1% | +14.2% | +31.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling