+213.1%
NSYS vs VOO
+817.1%
-604.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.6% | +3.4% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | -17.0% | +0.1% | -17.0% | -17.0% |
| 3M | -29.8% | +2.0% | -31.8% | -30.2% |
| 6M | +24.4% | +13.0% | +11.4% | +20.0% |
| YTD | +57.6% | +13.6% | +44.0% | +51.8% |
| 1Y | +27.6% | +20.1% | +7.5% | +21.1% |
| 3Y | +18.2% | +77.6% | -59.4% | -0.6% |
| 5Y | -11.3% | +82.4% | -93.7% | -26.6% |
| 10Y | +195.7% | +316.8% | -121.1% | +106.6% |
| All | +213.1% | +817.1% | -604.0% | +105.1% |
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