+716.5%
NSC vs VOO
+817.1%
-100.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | -5.5% | +0.1% | -5.6% | -5.6% |
| 30D | -3.2% | +0.1% | -3.3% | -3.3% |
| 3M | +7.7% | +2.0% | +5.7% | +5.0% |
| 6M | +4.5% | +13.0% | -8.5% | -8.5% |
| YTD | +15.6% | +13.6% | +2.0% | +0.5% |
| 1Y | +19.8% | +20.1% | -0.2% | -1.9% |
| 3Y | +70.1% | +77.6% | -7.5% | -8.7% |
| 5Y | +46.1% | +82.4% | -36.3% | -25.0% |
| 10Y | +328.1% | +316.8% | +11.2% | -11.4% |
| All | +716.5% | +817.1% | -100.6% | -27.1% |
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