-92.4%
NTLA vs VOO
+82.8%
-175.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -3.3% |
| 7D | -7.8% | -0.8% | -7.1% | -6.4% |
| 30D | -2.9% | -1.1% | -1.8% | -0.7% |
| 3M | -4.9% | +3.9% | -8.8% | -11.4% |
| 6M | -9.8% | +13.6% | -23.4% | -29.1% |
| YTD | +30.6% | +12.7% | +17.9% | +4.9% |
| 1Y | +2.8% | +17.6% | -14.8% | -24.0% |
| 3Y | -69.3% | +77.3% | -146.6% | -89.8% |
| All | -92.4% | +82.8% | -175.2% | -97.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling