-69.3%
NTLA vs VOO
+77.4%
-146.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -3.2% |
| 7D | -7.8% | -0.8% | -7.1% | -6.5% |
| 30D | -2.9% | -1.1% | -1.8% | -0.8% |
| 3M | -4.9% | +3.9% | -8.8% | -11.0% |
| 6M | -9.8% | +13.6% | -23.4% | -28.1% |
| YTD | +30.6% | +12.7% | +17.9% | +6.1% |
| 1Y | +2.8% | +17.6% | -14.8% | -22.5% |
| 3Y | -69.3% | +77.3% | -146.6% | -90.6% |
| All | -69.3% | +77.4% | -146.7% | -90.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling