+126.2%
NRT vs VOO
+81.6%
+44.6%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -2.0% |
| 7D | +0.5% | -0.4% | +0.9% | +0.7% |
| 30D | +3.9% | -1.4% | +5.3% | +4.5% |
| 3M | +22.8% | +3.7% | +19.1% | +20.7% |
| 6M | -0.5% | +13.0% | -13.6% | -6.2% |
| YTD | +51.1% | +12.4% | +38.6% | +43.0% |
| 1Y | +101.1% | +18.6% | +82.5% | +85.8% |
| 3Y | +13.7% | +78.1% | -64.3% | -12.5% |
| 5Y | +126.2% | +82.3% | +43.9% | +67.2% |
| All | +126.2% | +81.6% | +44.6% | +67.2% |
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