+65.1%
NRT vs VOO
+817.1%
-752.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | +6.0% | +0.1% | +5.9% | +5.9% |
| 3M | +11.1% | +2.0% | +9.1% | +9.9% |
| 6M | +7.8% | +13.0% | -5.2% | +1.9% |
| YTD | +47.1% | +13.6% | +33.5% | +38.9% |
| 1Y | +101.2% | +20.1% | +81.1% | +85.6% |
| 3Y | +5.2% | +77.6% | -72.3% | -17.9% |
| 5Y | +118.5% | +82.4% | +36.0% | +66.4% |
| 10Y | +212.6% | +316.8% | -104.3% | +70.5% |
| All | +65.1% | +817.1% | -752.0% | -28.5% |
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