+279.3%
NTB vs VOO
+320.9%
-41.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.6% |
| 7D | -2.1% | -0.8% | -1.3% | -1.3% |
| 30D | -5.1% | -1.1% | -4.1% | -4.1% |
| 3M | +4.5% | +3.9% | +0.6% | 0.0% |
| 6M | +21.4% | +13.6% | +7.7% | +5.1% |
| YTD | +24.1% | +12.7% | +11.4% | +8.3% |
| 1Y | +35.5% | +17.6% | +17.9% | +12.4% |
| 3Y | +140.1% | +77.3% | +62.8% | +23.2% |
| 5Y | +137.1% | +84.1% | +53.0% | +15.2% |
| All | +279.3% | +320.9% | -41.6% | -17.8% |
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