+38.3%
NTSE vs VOO
+99.4%
-61.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.1% |
| 7D | +2.1% | -0.4% | +2.5% | +2.4% |
| 30D | +5.2% | -1.4% | +6.6% | +6.3% |
| 3M | +3.3% | +3.7% | -0.4% | +0.6% |
| 6M | +16.7% | +13.0% | +3.7% | +7.2% |
| YTD | +27.7% | +12.4% | +15.2% | +17.8% |
| 1Y | +40.1% | +18.6% | +21.5% | +24.6% |
| 3Y | +94.9% | +78.1% | +16.8% | +29.9% |
| 5Y | +38.2% | +82.3% | -44.0% | -10.2% |
| All | +38.3% | +99.4% | -61.1% | -14.7% |
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