+202.4%
NSYS vs VOO
+325.3%
-122.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.4% |
| 7D | -4.4% | -0.8% | -3.7% | -4.2% |
| 30D | -26.4% | -1.1% | -25.4% | -26.2% |
| 3M | -32.6% | +3.9% | -36.5% | -33.6% |
| 6M | +19.0% | +13.6% | +5.4% | +13.4% |
| YTD | +50.6% | +12.7% | +37.9% | +43.9% |
| 1Y | +19.0% | +17.6% | +1.5% | +12.2% |
| 3Y | +16.0% | +77.3% | -61.4% | -7.6% |
| 5Y | -13.1% | +84.1% | -97.2% | -32.7% |
| All | +202.4% | +325.3% | -122.9% | +100.4% |
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