-23.6%
NUG vs VOO
+16.0%
-39.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -2.9% |
| 7D | +14.2% | +0.1% | +14.1% | +14.0% |
| 30D | +8.9% | +0.1% | +8.9% | +9.1% |
| 3M | +48.2% | +2.0% | +46.2% | +40.5% |
| 6M | -9.9% | +13.0% | -23.0% | -39.5% |
| YTD | -31.7% | +13.6% | -45.3% | -54.4% |
| All | -23.6% | +16.0% | -39.6% | -53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling