+19.6%
NRUC vs VOO
+197.1%
-177.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.4% |
| 7D | -1.5% | -0.8% | -0.8% | -1.3% |
| 30D | -6.7% | -1.1% | -5.6% | -6.4% |
| 3M | -11.7% | +3.9% | -15.6% | -12.8% |
| 6M | -11.1% | +13.6% | -24.8% | -14.5% |
| YTD | -9.8% | +12.7% | -22.5% | -13.1% |
| 1Y | -11.0% | +17.6% | -28.6% | -15.4% |
| 3Y | +0.9% | +77.3% | -76.4% | -16.3% |
| 5Y | -1.9% | +84.1% | -86.1% | -20.4% |
| All | +19.6% | +197.1% | -177.5% | -19.0% |
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