+451.6%
NSIT vs VOO
+325.3%
+126.3%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.8% | +5.2% | +5.2% |
| 7D | +2.7% | -0.8% | +3.5% | +3.6% |
| 30D | +6.9% | -1.1% | +8.0% | +8.2% |
| 3M | +49.5% | +3.9% | +45.7% | +43.9% |
| 6M | +99.5% | +13.6% | +85.8% | +76.1% |
| YTD | +103.0% | +12.7% | +90.3% | +81.1% |
| 1Y | +28.0% | +17.6% | +10.4% | +9.5% |
| 3Y | +9.6% | +77.3% | -67.7% | -37.2% |
| 5Y | +74.8% | +84.1% | -9.3% | -5.2% |
| All | +451.6% | +325.3% | +126.3% | +1.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling