+74.3%
NUEM vs VOO
+77.4%
-3.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.6% |
| 7D | -1.2% | -0.8% | -0.4% | -0.5% |
| 30D | +3.1% | -1.1% | +4.2% | +4.1% |
| 3M | +4.0% | +3.9% | +0.1% | +0.7% |
| 6M | +15.6% | +13.6% | +2.0% | +4.3% |
| YTD | +21.2% | +12.7% | +8.5% | +10.1% |
| 1Y | +26.9% | +17.6% | +9.3% | +11.6% |
| 3Y | +74.3% | +77.3% | -3.0% | +5.9% |
| All | +74.3% | +77.4% | -3.1% | +5.9% |
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