+285.4%
NTB vs VOO
+321.8%
-36.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | +0.1% |
| 7D | +3.9% | +0.5% | +3.4% | +3.3% |
| 30D | -1.0% | -0.9% | -0.1% | 0.0% |
| 3M | +6.1% | +3.9% | +2.2% | +1.5% |
| 6M | +24.3% | +14.5% | +9.8% | +6.6% |
| YTD | +26.1% | +13.0% | +13.2% | +9.8% |
| 1Y | +40.1% | +19.4% | +20.7% | +14.3% |
| 3Y | +145.4% | +78.9% | +66.5% | +24.7% |
| 5Y | +140.1% | +82.3% | +57.8% | +18.2% |
| All | +285.4% | +321.8% | -36.4% | -16.7% |
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 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