+90.0%
NTSE vs VOO
+77.4%
+12.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.3% |
| 7D | -1.7% | -0.8% | -0.9% | -1.0% |
| 30D | +1.8% | -1.1% | +2.9% | +2.8% |
| 3M | -1.1% | +3.9% | -5.0% | -4.2% |
| 6M | +14.5% | +13.6% | +0.8% | +3.6% |
| YTD | +25.8% | +12.7% | +13.1% | +14.7% |
| 1Y | +34.8% | +17.6% | +17.2% | +19.3% |
| 3Y | +90.0% | +77.3% | +12.7% | +17.1% |
| All | +90.0% | +77.4% | +12.6% | +17.1% |
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 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