+106.7%
NUEM vs VOO
+264.8%
-158.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | +2.1% | -0.4% | +2.5% | +2.4% |
| 30D | +5.1% | -1.4% | +6.5% | +6.2% |
| 3M | +7.4% | +3.7% | +3.7% | +4.7% |
| 6M | +17.1% | +13.0% | +4.1% | +7.6% |
| YTD | +22.3% | +12.4% | +9.9% | +12.8% |
| 1Y | +30.5% | +18.6% | +11.9% | +15.8% |
| 3Y | +78.5% | +78.1% | +0.4% | +18.0% |
| 5Y | +39.8% | +82.3% | -42.5% | -9.9% |
| All | +106.7% | +264.8% | -158.1% | -17.5% |
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